How To Get More Clients and Turn Them Into Raving Fans With Jack Martin (Ep. 458)

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


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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.

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