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How can financial advisors significantly grow their business in a competitive market while providing exceptional client experiences?
By starting with this podcast.
In this episode, Matt Halloran welcomes Jack Martin — the virtual CMO for InsurMark — onto the show. They explore the current competitive IMO/FMO landscape and the importance of having a strong marketing partner. Jack shares insights about the InsurMark Growth Framework, a proven system that helps advisors grow their businesses sustainably.
Matt and Jack discuss:
- A mindset shift from transactional selling to building long-term relationships
- A well-defined target audience to tailor marketing efforts
- Strong marketing strategies that leverage SEO, lead nurturing, personalized communication, and client engagement
- The three phases of the InsurMark Growth Framework
- A focus on truly listening to clients’ needs and concerns
- And more
“So there are three phases to this growth framework. There’s the lead to prospect, meeting to client, and from clients to evangelists.” ~Jack Martin
Resources:
- PodRocket Influence Academy (Enroll for FREE)
- LinkedIn: Dan Sullivan
- Tool: Net Promoter Score
Connect With Jack Martin:
Connect With ProudMouth:
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- ProudMouth
- LinkedIn: Matt Halloran
- Twitter: Matt Halloran
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- YouTube: ProudMouth
About Our Guest:
Jack Martin is a strategic leader with a proven track record of motivating teams to develop and implement innovative 21st-century brand and marketing initiatives for expanding national wealth management and annuity firms. He brings a wealth of experience to the table, fueled by a passion for the financial services industry. For over 30 years, Martin has excelled in conceiving, branding, and promoting financial services products and firms.
As a Certified Financial Planner since 1985, he possesses in-depth industry knowledge. Martin’s career highlights include his position as a leading branch manager with AIG Royal Alliance Associates and his successful founding of a national IMO. His expertise lies in brand and marketing management for financial institutions, making him a valuable asset to any organization in this sector.
