In this Office Hours, join Taylor Schulte, founder of Define Financial and co-founder of The AGC Community, along with Chief Financial Planning Nerd Michael Kitces, as they conduct an “email marketing funnel makeover” of 2 advisory firms, who will share the email marketing funnels for their advisory firms, and receive real-time feedback on their strategy to gain an understanding of what provides the greatest ROI (or not!) when it comes to email marketing funnels. Advisors will learn:
- How to build a marketing list using lead magnets and CTAs
- What content can be sent to lists, and how to create that content
- How to convert a leads list into prospects through various action prompts
