The Advisor Summit Podcast
Welcome to The Advisor Summit Podcast, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques shaping the future of financial advising.
Whether you're looking to scale your practice, enhance client relationships, or stay ahead of market trends, The Advisor Summit is your go-to source for expert guidance and actionable takeaways.
The Advisor Summit Podcast
Ep #19: How Marketing Isn't Like Vegas
The Advisor Summit Podcast: How Marketing Isn’t Like Vegas | Ep. 19 Mark E. Gaffney
Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.
In this episode of the Advisor Summit, we sit down with Mark Gaffney, founder of MEG, to explore how financial advisors can master marketing and drive consistent growth. Mark shares actionable strategies for seminars, client events, media campaigns, and database management to help advisors generate leads, nurture prospects, and scale their business with confidence. From live events to digital marketing, this episode is packed with proven best practices and practical insights you can implement immediately.
Key Takeaways:
- Marketing is the tip of the spear – Advisors must treat marketing as a critical function of their business, not an afterthought, to grow and stay top-of-mind with clients and prospects.
- Master three revenue-generating funnels – Focus on the top 1–3 methods (seminars, client events, prospect outreach) to maximize impact and ROI instead of spreading yourself too thin.
- Seminars and live events are still essential – A well-executed pregame, game day, and postgame strategy creates appointments, conversions, and a masterful client experience.
- Database management and referrals are powerful – Consistent touches, nurturing prospects, and formal referral strategies can generate over 50% of annual revenue from existing clients.
- Hunter vs. Farmer marketing – “Hunter” campaigns drive immediate leads and appointments, while “Farmer” campaigns plant seeds for long-term growth. Advisors should balance both for sustainable success.
Connect with Mark
Mark's Website
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