How Financial Advisors Can Grow From a Cold Market?

How can financial advisors grow beyond referrals and attract new clients through marketing? In this conversation, Sangeet shares his perspective on financial advisor marketing and the importance of building a strong personal brand, using social media, generating inbound leads, and reaching new audiences through cold-market marketing. Drawing on ideas from my book, What’s Your Advisor Marketing Score™?, we discuss why marketing is an essential part of growing a financial advisory business and how advisors can think more strategically about attracting prospective clients. We discuss: • Financial advisor marketing and business growth • How to grow beyond referrals • Building a personal brand in a compliant industry • Social media marketing for financial advisors & insurance agents • Inbound lead generation and attracting new prospects • Reaching new audiences through cold-market marketing Get your copy of the book here: https://advisormarketingscore.ai/book Discover marketing technology and solutions designed for financial advisors and insurance professionals: https://fintello.com/ Chapters: 00:00 - Intro 01:47 - What was your experience of reading this book 05:22 - What were you 3 key takeaways from the book 08:16 - What things you found counter intuitive in this book 11:37 - What actions you took after reading this book 14:13 - How does this book compares to other books you read 16:09 - How are you implementing marketing differently now 19:40 - What would you like me to cover in my future books About Deepak Patel Deepak Patel started helping financial advisors and insurance agents since 2018 and he helps them drive growth from social media, online methods, AI and technology based marketing to drive growth from cold market. He also build fintello which is a one stop AI marketing software exclusively for financial advisors and insurance agents. He does not work with any other individuals. He has been a trusted advisor coach and built the entire software from scratch to make the entire process of marketing fun and easy for advisors. His mission is to help every advisor drive to 7-figure practice with simple marketing and personal transformation Follow Deepak Patel LinkedIn   / deepakspatel   Facebook:   / advisorlearn   Instagram:   / advisorlearn   X: https://x.com/AdvisorLearn TikTok:   / deepakfintello   About this channel This channel explores financial advisor marketing, lead generation, personal branding, social media, marketing technology, and strategies for business growth. Subscribe for practical insights to help you build your brand, reach new audiences, and approach marketing more strategically. #FinancialAdvisorMarketing #FinancialAdvisors #AdvisorGrowth