From the Ground Up
Through personal stories from the start-up world, co-hosts Zach and Kelsey offer an insider perspective on honing big ideas into business realities. Tailored for financial advisors, the show serves as a roadmap for entrepreneurship, from initial concept development to effective implementation strategies. Each episode is a blend of personal anecdotes, professional insights, and practical tips, making it an invaluable resource for advisors at any stage of their career, eager to build and refine their businesses from the ground up.
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From the Ground Up
Scrappy Marketing Tactics to Kickstart Lead Gen
Scrappy Marketing Tactics to Kickstart Lead Gen
In this episode, co-hosts Kelsey McKenna and Zach Conway explore high-quality lead generation strategies in wealth management, emphasizing the need to move beyond traditional SEO by directly engaging with target audiences and leveraging customer feedback.
Drawing from real-world examples like Ritholtz’s multi-media approach and Facebook group engagement, they highlight the importance of resource creation, trust-building, and aligning marketing efforts with client pain points. With a blend of humor and practical advice, Kelsey and Zach offer a focused, scrappier approach to lead generation, underscoring the value of understanding both product and audience before scaling to foster sustainable growth.
Key Points:
- SEO Challenges
- Meeting Clients Where They Are
- Organic Engagement
- Feedback-Driven Development
- Pipeline and Funnel Strategy
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