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Rethink: The Financial Advisor Podcast – Marketing Vs. Prospecting

As financial advisors, it’s imperative to decipher how to generate more leads — do you create an online presence or cold-call prospective clients? In this episode, Adam Holt & I rethink the idea of lead prospecting in the financial industry and how digital marketing could change what has been the norm. Adam and I also cover how digital marketing is able to fit into your personal brand and help you stand out from the crowd.

To summarise, we discuss:

  • The effectiveness of lead prospecting and digital marketing for financial advisors
  • Consumer reactions to lead prospecting and how digital marketing fits in
  • Leveraging lead prospecting and marketing as a younger financial advisor
  • Lessons you can take away and start implementing
  • And more

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Rethink: The Financial Advisor Podcast – Marketing Vs. Prospecting

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