Proposal Walkthrough and Marketing Strategy for Financial Advisors
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Proposal Walkthrough and Marketing Strategy for Financial Advisors
28:31In this video, Nick provides a detailed walkthrough of a marketing proposal for Bri's financial advisory business, focusing on improving local visibility and lead generation. The discussion includes various strategies across search, social media, paid media, email outreach, and data utilization. Nick outlines three package options—Local Starter, Local Advanced, and Local Blitz—each offering different levels of service and tools to boost marketing efforts.
Please excuse mistakes in translation.
Proposal Walkthrough and Marketing Strategy for Financial Advisors