Advisor Marketing Made Simple

what a ludicrous idea

Author

Joe Moss
September 28, 2024

SPONSORED BY

Happy Saturday!

(it’s more pictures than words today, hope you don’t mind)

Now I don’t care what Taylor or Kendra say, Advisor Marketing is NOT simple. 😂

Unless… maybe… I could explain it using Skool.

Now then — it CAN be simple.

5 Marketing Improvements To 3x Revenue In Three Years

In this episode, financial advisor and co-host Taylor Schulte shares the journey of growing his firm from $400,000 to over $1 million in revenue in three years

podcasts.apple.com/us/podcast/5-marketing-improvements-to-3x-revenue-in-three-years/id1764208914?i=1000670640467

⬆️⬆️ Check out this episode after you’ve finished reading this…

Great discussion around Taylor’s top of funnel, middle of funnel, bottom of funnel. And here’s where Skool comes in.

And I’ll use Ryan Odom as an example:

Top of Funnel

Twitter

Instagram

LinkedIn

If you look closely, you may notice a Skool link in all of them. Bingo.

Middle of Funnel

In Taylor’s example, it was his retirement podcast. In Ryan’s example, it’s his FREE skool community:

upon clicking Join Group, some membership questions:

I was approved in a few minutes, and within another few minutes, got a welcome messaged from Ryan (Skool automates this):

I’m sure he creates lots of value for the free members while making it very clear what to do if you want to move to a paid group:

And that leads us to:

Bottom of Funnel

If you would like to upgrade, you have these options:

You’ll notice these Skool groups are funnel-shaped too:

1343 members (free)

130 members ($99/mo)

7 members ($4,999/year)

This is a pretty common way to run Skool groups:

1300 → 116 → 27

or:

2500 → 283 → 10

Hope that “Advisor Marketing Made Simple” might interest you in joining Skool… or starting a community, who knows?

Specifically, join PreciseFP’s Skool:

I believe they’re the first AdvisorTech company to start a Skool community, and that’s telling you something. Because Skool’s gonna be HUGE!

lastly:

Skools for and by advisors:

#0000 is the Skool ranking system by community engagement:

For advisors:

By advisors (maybe some financial coaches too):

Oh, so now you should go back and listen to Taylor’s and Kendra’s podcast - because mayhaps they do know a thing or two about making marketing simple. :)

Until next time,

Joe

P.S. I’m re-doing my list of top podcasts for advisors soon - stay tuned! Or reply with your favorite.

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