Kerry Lutz and Josh Woodward discussed effective marketing strategies for financial advisors, focusing on the importance of education and digital marketing in attracting clients. They highlighted the transition from traditional marketing to more engaging methods, such as webinars and educational resources, particularly in light of the COVID-19 pandemic, which accelerated the need for digital approaches. Trust and a positive return on investment were emphasized as critical components of successful digital marketing.

The conversation also covered common marketing mistakes, the significance of targeted email newsletters and call-to-actions, and the potential of text messaging to engage younger demographics. Additionally, they explored monetization strategies for Kerry's podcast and YouTube channel, discussing ways to attract financial advisors and generate revenue through advertising and lead generation, ultimately showcasing the growth potential of effective marketing practices in the financial advising industry.

Find Josh here: mastermindadvisor.com

Find Kerry here: FSN and here: inflation.Cafe