Advice Line: How To Create A Sustainable Marketing Funnel For New Firms (Mark Rosinski)

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply

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Are you a new financial advisor struggling to build a sustainable marketing strategy? Or wondering if you should niche down to attract more qualified prospects?

In this LIVE "Advice Line" episode, Mark Rosinski, founder of Dunes Financial, joins us just six weeks after launching his firm. Despite early success with online leads, Mark needs help creating a more predictable marketing system. We explore whether he should continue as a generalist retirement planner or target employees at specific local companies like BP to build a more sustainable practice.

Key questions we answer include:

► How can I create a better experience for online leads to drive conversion?

► Should I niche down to target specific companies or stay broader?

► What marketing activities should I focus on and which should I cut?

Even if you're not a new advisor, this episode provides valuable insights on building marketing funnels, systematizing client experiences, and making strategic decisions about your target market.

Listen in as we help Mark develop a focused marketing approach that can transform random leads into a predictable client acquisition system.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Dunes Financial (Mark’s firm)
• Advice Line: How To Transform LinkedIn Success Into Quality Prospects (Andy Baxley)
• FlatFeeAdvisors.org
• NAPFA (National Association of Personal Financial Advisors)
• TidyCal
• Zapier
• Acuity Scheduling
• Webflow
• Brent Carnduff (Advisor Rankings)
• Sphynx Automation
• Avier Wealth Advisors
• Treyton Devore (Personal Site)
• Converting Attention (Treyton Devore)