Are you struggling to build an effective marketing funnel for your virtual financial planning practice?

In this LIVE "Advice Line" episode, financial advisor Joe Eck asks us to help him create a digital marketing strategy to attract pre-retirees in his local area. From optimizing his website to improving his content creation process, we provide actionable advice to boost his online presence and client acquisition efforts.

Key questions we answer include:

► How can I build an effective top-of-funnel strategy as a virtual advisor?

► Should I focus on SEO, social media, or other channels to attract clients?

► What's the best way to nurture leads and convert website visitors?

Even if you're not targeting pre-retirees, this episode illuminates how to create a focused digital marketing funnel to attract your ideal clients online. Tune in as we guide Joe through refining his niche, improving his content strategy, and developing an email nurture sequence to grow his practice.

Resources:

• Sign up to be an advisor guest on the show
• Stage Ready FP (Joe’s Firm)
• Taylor's marketing funnel template and video walkthrough
• Ben Carlson's blog "A Wealth of Common Sense"
• Taylor's "Medicare IRMAA" SEO optimized blog post
• fpPathfinder for downloadable charts (Taylor's email opt-in)