In this episode, we meet a marketing expert Rob Sousa who turned his skills into a successful second business. As the marketing director for a family financial firm, he built a comprehensive marketing platform that revolutionized the way advisors in their offices generated and nurtured leads. Impressed by his success, advisors from around the country sought his expertise, leading to the creation of a second business. With a tech stack integrated with four main software, they provide training on utilizing Chat GP and AI capabilities to help advisors create authentic content. Their two-step onboarding process ensures that new clients receive personalized recommendations, including the option of virtual assistants if needed. Revenue sources include software subscriptions and VA services, with the latter handling CRM management, lead generation, and marketing campaign execution. Tune in to learn more about their emphasis on authenticity and the power of a unique message to reach a specific audience.

Links And Resources:

• Advisor Marketing Hub
• Rob Sousa on LinkedIn

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