Building a marketing funnel is not easy. There are so many ways to build content as an advisor and tracking it back to your business can be a real challenge. Emlen of GenNext Wealth and Onxy Advisor Network has successfully built a growth-focused firm. He has credited much of his success to his ability to gain clients from marketing initiatives. In this episode, Emlen will explain just how to build a funnel that can result in incredible growth for your firm, the things to look out for, and how you can get started today.

 

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We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. 

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RESOURCES IN EPISODE: 

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ADDITIONAL EPISODE RESOURCES 

RIA Launch Kit

Road to $100M in AUM

For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey on Apple Podcast, Spotify, or wherever you listen to podcasts.  

ABOUT THE ADVISOR JOURNEY: 

Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.

 

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ABOUT ALTRUIST:

We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs.

Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://x.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

ABOUT THE ADVISOR JOURNEY:

Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.

Disclaimer:

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...