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Experiments in Advisor Marketing

May 10, 2021

Today I’m sharing a recent conversation I had with Jay Coulter, host of the Resilient Advisor Show.

We expand on my recent interview with Michael Kitces and talk about three big things:

  1. What is a marketing funnel and how to create one
  2. Examples of marketing activities at each stage of the funnel
  3. What you can expect...