Financial Advisors: Can You Describe ‘the Funnel’ In Less Than a Minute?


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If you’re a financial advisor who knows their way around digital marketing, you should be able to rattle off a succinct description of what a marketing funnel is.

Emphasis, of course, on “should.” Many of us might get lost in the weeds or minutae of it all, over or underexplaining.

But at 13:35 in the above panel from our Spark Disutptors “Digital Marketing Unleashed Panel,” Samantha Russell, director of marketing and sales, at Twenty Over Ten does a formidable job of describing what a marketing funnel for an advisor aught to look like — starting wide, with something as big as uncovering you in a Google search — ending with the desired result –booking a meeting with you.