Ep. 01 - Mark Mersman: On the Sales and Marketing Funnel for High Performing Financial Advisors
16 Ways from Sunday
English - October 11, 2018 20:09 - 43 minutes - 61.1 MB - ★★★★★ - 19 ratingsInvesting Business 16waysfromsunday businessgrowth sales advertising financialadvisormarketing marketing markmersman usafinancial Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Successful financial advisors follow proven systems and processes in all facets of their practice, from operations and human resources to sales and marketing.
In this episode, Mark Mersman walks listeners through the 8 steps of the sales and marketing funnel followed by high-performing financial advisors. It is the same process his firm has utilized for over 30 years to build every aspect of their business, including insurance and securities brokerage, multiple assets under management platforms, and a multi-media marketing and technology firm specifically built for independent advisors.