About this episode

This episode discusses common break points in advisory marketing funnels and strategies to attract the right prospects.

Most advisory marketing doesn't fail because advisors aren't trying—it fails because the funnel breaks in predictable places, leaving great content and good intentions without a clear path to consistent leads. This episode explores the most common "break points" in advisor marketing funnels, as well as what it takes to build a strategy that attracts the right prospects, communicates value quickly, and makes it easy for prospects to take the next step towards becoming a client. Kendra Wright is the owner of Rebel Media Agency, a marketing firm based in Austin, Texas, that helps RIAs establish and execute clear marketing strategies. She joins us today to share the four ways she most often sees advisor marketing funnels break and how advisors can get what she calls "ideal client clarity" without necessarily forcing themselves into a single ultra-narrow niche. We also discuss how firms can choose a marketing channel that fits their client profile, why it's important for advisor content to be "targeted" in order to stand out, and how advisors can better move prospects from content to client. For show notes and more visit: https://www.kitces.com/478

People in this episode

Host: Michael Kitces

Guest: Kendra Wright

Topics covered

• advisory marketing
• marketing funnels
• client acquisition
• content strategy
• prospect engagement

Keywords

• marketing funnels
• advisory marketing
• client clarity
• prospect engagement
• content strategy

Mentioned in this episode

Organizations: Rebel Media Agency

Places: Austin, Texas

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