Ep. 14 – The Marketing Funnel

In this episode of Advisor Skinny, Mike explains how his team uses the marketing funnel when moving individuals from a prospective client to an onboarding client. By implementing the marketing funnel "assembly line" system into your practice, time can be saved and value added when it comes to the personal relationship you need to form with your clients.

 

Show Notes & References

The Chain-of-Secrets® Fast Track series takes the business building concepts and strategies of the live COS event and delivers them in a virtual format. Affiliated advisors are afforded the opportunity to learn from a distance and revisit specific concepts on their own time. As a part of our ongoing coaching and consulting with advisors, USA Financial uses this series as another business building educational resource to help communicate and train advisors on a variety of entrepreneurial topics.

 

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