The Agency for Financial Advisory Firms

 

    advisor perspectives logo

    A Financial Advisor’s Guide to Creating a Marketing Funnel on Advisor Perspectives

    Correctly implementing a strategic marketing funnel can be the difference between wasting time and money on leads with low or nonexistent follow-through, versus nurturing legitimate leads through the buying process and turning them into steadfast clients. In this Advisor Perspectives article, Beyond AUM co-founder Gretchen Halpin outlines how to create your own.