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Why Financial Advisors Need a Marketing Plan with Mark Gaffney

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Manage episode 470173867 series 2852587
Content provided by Financial Independence Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Independence Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, we’re excited to welcome Mark Gaffney, Founder and CEO of MEG (Mark Edward Gaffney), a boutique marketing firm specializing in financial professionals. With over 15 years of experience in the financial services industry, Mark has dedicated his career to helping advisors refine their marketing strategies using one key element- data.

Mark shares how analyzing key metrics, diagnosing inefficiencies, and implementing structured marketing plans can drive exponential growth for financial advisors. He also breaks down the importance of having a plan, tracking performance, and making data-backed refinements to stay competitive in an evolving landscape. If you’ve ever wondered how to take a smarter, more strategic approach to marketing, this conversation is for you!

Here’s some of what we discuss in this episode:

  • The challenges some advisors are facing as they look ahead to 2025
  • Becoming more efficient in business through technology
  • Dedicating time to working only on your business
  • Finding the ideal investment in marketing for advisors in growth mode
  • The competitive advantage of having a marketing plan

Learn About FIG: https://www.figmarketing.com

800-527-1155

  continue reading

134 episodes

Artwork
iconShare
 
Manage episode 470173867 series 2852587
Content provided by Financial Independence Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Independence Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, we’re excited to welcome Mark Gaffney, Founder and CEO of MEG (Mark Edward Gaffney), a boutique marketing firm specializing in financial professionals. With over 15 years of experience in the financial services industry, Mark has dedicated his career to helping advisors refine their marketing strategies using one key element- data.

Mark shares how analyzing key metrics, diagnosing inefficiencies, and implementing structured marketing plans can drive exponential growth for financial advisors. He also breaks down the importance of having a plan, tracking performance, and making data-backed refinements to stay competitive in an evolving landscape. If you’ve ever wondered how to take a smarter, more strategic approach to marketing, this conversation is for you!

Here’s some of what we discuss in this episode:

  • The challenges some advisors are facing as they look ahead to 2025
  • Becoming more efficient in business through technology
  • Dedicating time to working only on your business
  • Finding the ideal investment in marketing for advisors in growth mode
  • The competitive advantage of having a marketing plan

Learn About FIG: https://www.figmarketing.com

800-527-1155

  continue reading

134 episodes

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