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Not every prospect is ready to move forward right now — and that’s okay. In this episode, we explore how financial advisors can effectively market to Periodics — prospects who show potential but aren’t ready to commit today.
Learn how to stay in front of these future clients using:
We also explain our proven pipeline process: Potential → Prospect → Periodic, and how to keep your Periodic engaged without being pushy.
If you’re a financial advisor looking to improve your marketing follow-up strategy and build a strong long-term pipeline, this episode is a must-listen.
Don’t forget to subscribe for more financial advisor marketing strategies that work.
LEARN MORE: www.oechsli.com
OUR SERVICES:
Oechsli Coaching - https://bit.ly/3qJ8UWk
Oechsli Social Content - https://bit.ly/3qM2vd2
Oechsli Digital Ads - https://bit.ly/3AhXuvE
Oechsli Video - https://bit.ly/3GRsFAA
Oechsli Newsletters - https://bit.ly/3tHbTQY
Oechsli Websites- http://bit.ly/2KUw04w
Oechsli Podcasts - https://bit.ly/3NgddRm
FOLLOW US ON:
Instagram: https://bit.ly/3KtYvpi
Facebook: https://bit.ly/3GQ8rXT
LinkedIn: https://bit.ly/33C6e3Z
=============================
Table of Contents:
=============================
0:00 - Personal Stories
6:05 - What are periodics?
10:45 - Organizing periodics
15:35 - Event marketing
18:30 - Personal touchpoints
4.4
3030 ratings
Not every prospect is ready to move forward right now — and that’s okay. In this episode, we explore how financial advisors can effectively market to Periodics — prospects who show potential but aren’t ready to commit today.
Learn how to stay in front of these future clients using:
We also explain our proven pipeline process: Potential → Prospect → Periodic, and how to keep your Periodic engaged without being pushy.
If you’re a financial advisor looking to improve your marketing follow-up strategy and build a strong long-term pipeline, this episode is a must-listen.
Don’t forget to subscribe for more financial advisor marketing strategies that work.
LEARN MORE: www.oechsli.com
OUR SERVICES:
Oechsli Coaching - https://bit.ly/3qJ8UWk
Oechsli Social Content - https://bit.ly/3qM2vd2
Oechsli Digital Ads - https://bit.ly/3AhXuvE
Oechsli Video - https://bit.ly/3GRsFAA
Oechsli Newsletters - https://bit.ly/3tHbTQY
Oechsli Websites- http://bit.ly/2KUw04w
Oechsli Podcasts - https://bit.ly/3NgddRm
FOLLOW US ON:
Instagram: https://bit.ly/3KtYvpi
Facebook: https://bit.ly/3GQ8rXT
LinkedIn: https://bit.ly/33C6e3Z
=============================
Table of Contents:
=============================
0:00 - Personal Stories
6:05 - What are periodics?
10:45 - Organizing periodics
15:35 - Event marketing
18:30 - Personal touchpoints
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