Advisor Skinny S1:E14 - The Marketing Funnel - a podcast by USA Financial

In this episode of Advisor Skinny, Mike explains how his team uses the marketing funnel when moving individuals from a prospective client to an onboarding client. By implementing the marketing funnel "assembly line" system into your practice, time can be saved and value added when it comes to the personal relationship you need to form with your clients.

Further episodes of The Advisor Advancement Podcast Network

Further podcasts by USA Financial

Website of USA Financial