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
Funnel vs. Flywheel: Changing Your Perspective on Advisor Marketing
Is your marketing strategy stuck in the past? It’s time to ditch the funnel and embrace the flywheel. 🔄
In this episode, we welcome Kelly Forst, Seeds' new Director of Marketing, as she joins Kelsey McKenna to break down what the traditional funnel model lacks and why thinking linearly could be a detriment to your long-term growth.
Here’s what you’ll learn:
- 🔄 Funnel vs. Flywheel: Why shifting to a client-first, momentum-building model leads to better retention & referrals.
- 🎙️ Stage-Specific Strategies: Kelsey and Kelly share their top marketing ideas for each phase of the flywheel.
- 🎉 Mastering the ‘Delight’ Phase: Why post-sale engagement is the secret weapon for long-term loyalty and advocacy.
Hear how you can shift your marketing mindset from a funnel to a flywheel to drive sustainable, organic growth.
Thanks for listening!
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