Mastermind Advisor Podcast

Breaking Down the Mastermind Marketing Funnel

Episode Summary

We’ve talked extensively about the market funnel and some best practices on the show already. Today we’re going share our actual funnels that have helped us generate $2 million in new assets each month.

Episode Notes

By taking you through our funnels, we want to show you that we practice what we preach with the advisors we work with. This episode will give you a deeper understanding of what’s happening within those funnels and identify some of the differences we see between what we do and what others are doing. 

At the end of the day, our ultimate goal is to generate more qualified appointments who are going to show and to find people that are genuinely interested in doing a financial plan. So let’s talk about how we achieve that at Mastermind Advisor Marketing. 

Featured Quote:

"The whole thing is designed to make someone stay committed all the way through." -Mastermind Advisor Marketing

Here is some of what we’ll cover in this episode:

• Why comparing appointment booking numbers isn’t a direct comparison. (2:37)
• The program we use and how we build out the funnel. (8:55)
• Why much of our marketing is white-labeled. (13:53)
• The webinar is designed to be longer for a reason. (20:22)
• Breaking down the seminar funnel. (24:22)
• Here’s what the daily email funnel looks like. (27:43)
• The email data that we track to get a clear picture of who we’re targeting. (31:43)

If you  want to watch this episode, check out our YouTube channel for the video: https://www.youtube.com/@MasterMindAdvisor 

Resources:

Mastermind Advisor Website: https://mastermindadvisor.com