March 07, 2023

100: How this Advisor Turned his Marketing Strategy into an Endless Line of Ideal Prospects with Ben Brandt

44 minutes

One of my favorite things to talk about is how to get to a place where ideal clients are finding their way to you.

I remember, early on in my business, doing all the things: cold calls, events at my church, taking any scraps of clients I could get from my mentor... That eventually evolved into workshops and more sophisticated marketing, then that evolved into our referral events, and then that evolved into eventually just getting inbound referrals.

It took a long time for me. It was a process that I had to test, I had to tweak, I had to refine… over years and years and years. And, let’s be honest, the environment now is so different than when I started my business back in 2004. So, if I had to start my business over in today’s environment, knowing what I know now, what would I do differently?

Well, to help me answer that question, today I have Ben Brandt, financial advisor and podcast host extraordinaire, to help me answer that question. Ben’s experience of turning his marketing strategy into an endless line of qualified prospects is a good one. And, I think any and every advisor can benefit from his story.

LINKS FROM THIS EPISODE:

Listen to Ben's podcasts Retirement Starts Today and Retirement Tax Podcast.

Check out Ben's advisory business, Capital City Wealth Management, here!

Connect with Ben on LinkedIn here.

Grab the 37-Point Tax Checklist Here!
Email your receipt to [email protected] to get your BONUS.

Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value

Check out Steven's tax content here!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and mor

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!