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Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners

014: The #1 Mistake Advisors Make in their Sales/Marketing Funnel

Today I am sharing with you the #1 Mistake that Advisors make in their Sales & Marketing Funnel and how to fix it! Yep, the solution is easier than you think!

Most financial planners have NO IDEA what I’m talking about when we start to analyze their marketing & sales funnel. And… that’s okay. Most of us, including myself, did NOT go to business school before we became Financial Planners.

According to clickfunnels.com an intentionally crafted funnel is about 100 times more effective than a sales funnel left to random chance or accidental design.

Did you hear that?! 100x more effective. I do no…

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