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Unlocking the Power of Digital Marketing for Financial Advisors

At one point I had about 50 different clients. Three were financial advisors with consistent results and the other 47ish were up and down in terms of results. So, I had to decide if this is kind of working or not really, and what is really, really working.

I decided to go all in on exclusively helping financial advisors with their digital marketing. And it makes sense because if you want to make a marketing message that’s going to resonate with a retiree that has $500 – $2,000,000 in investable assets, to talk about sequence of returns in a compliant way, to get them to be interested in an annuity potentially work with you, then you can do all of that with digital marketing.


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