The Experiments in Advisor Marketing (Private Podcast Feed) is available to subscribers in the members-only section.
These private episodes are for advisors who want more marketing content and want to dive deeper into more advanced marketing strategies.
Today I’m talking with fellow financial planner Craig Goldslager, who went from no online presence to creating a website that’s now generating 8+ leads per month.
What I love about Craig’s story is how quickly he was able to go from working with anyone and everyone to identifying a niche, creating a new brand, building online visibility, and generating organic web leads.
We cover three BIG things in this conversation:
- How to identify your ideal client and make the shift away from being a generalist
- The process and cost of creating a new brand
- How to start generating organic leads through your website
Craig has kindly provided copies of the financial assessment he delivers to prospects + sample cold emails he used to build credibility with some of the biggest influencers in his niche. These resources are in the Top Secret Resources section for you to grab.