Forget about cookie cutter presentations and videos that other advisors are posting. Spend time building something unique, specific to your ideal client’s pain points, and it will reward you over and over again.

Remember the old sales maxim that it takes 5-7 exposures before a client will say yes? In online marketing, it takes an average of 11-17 exposures. Offer something of value to capture their email. With a targeted, value-add email marketing campaign, you can speed up the exposure process. Which leads to my next point…

Build Value Quicker

The know, like, and trust factor is just as important online as it is offline. Creating valuable email content that helps your prospect get educated, builds your credibility and positions you as an expert can be done quicker online than offline because of the power of automation.

But here’s the real deal about email—the quarterly newsletter on the stock market will neither compel nor sell.

Remember: a person gives you their email address because you originally had messaging surrounding their pain. Instead of spamming them with generalized info, create email content that your audience finds helpful to their specific problems.

Use an autoresponder and have emails scheduled so no matter when someone opts into your funnel, they are receiving emails on autopilot. Spend time upfront creating your messaging and then allow it to run in the background.

Optimize For Profits

The biggest mistake you can make with your funnel is not optimizing it. Just as you need to properly manage a portfolio, you also need to do the same with each part of your funnel. In funnels, small tweaks create big profits.

The landing page that captures the email, the statistics on your webinar, open and click rates on your emails, testing, scaling and retargeting ads—monitoring and adjusting these things are all part of optimizing your funnel so you will be able to realize higher profits.