Why Financial Advisors Lose Prospects Before the First Meeting

Most financial advisors think the prospect journey begins when someone schedules a meeting. In reality, it starts much earlier. In this episode of the Financial Advisor Marketing Playbook, Mark Mersman breaks down the modern prospect journey and explains how today's prospects research advisors before ever picking up the phone. From Google searches and websites to reviews, videos, social proof, and follow-up systems, you'll learn how to identify hidden trust gaps and improve the client experience before the first appointment ever takes place. The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committed to improving their craft, helping their clients, and growing their business. Hosted by Mark Mersman, Chief Marketing Officer at USA Financial, this series contains a wide variety of content – from quick win ideas to long-form interviews, each episode provides actionable marketing ideas and insights that can be implemented easily into your practice. From digital marketing to traditional direct-response marketing, each episode delivers straight-forward and engaging content that any financial professional can use to improve their bottom line and grow their practice. Consider subscribing for continued insights from USA Financial:    / @usa-financial   For more of the Financial Advisor Marketing Playbook: https://www.usafinancial.com/insights... Contact us: Phone (888) 444-0125 https://www.usafinancial.com/   / usafinancial     / usafinancial   Powered by USA Financial #usafinancial #advisoradvancement #futurezeros