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Скачать или смотреть New Financial Advisor Marketing Strategy: How to Get More Clients as a Financial Advisor Using AI

  • Jay Morra
  • 2025-07-03
  • 61
New Financial Advisor Marketing Strategy: How to Get More Clients as a Financial Advisor Using AI
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Описание к видео New Financial Advisor Marketing Strategy: How to Get More Clients as a Financial Advisor Using AI

New financial advisor marketing has evolved beyond chasing referrals—it's now about building trust and reliably booking 30–60 appointments monthly.

Apply To Work With My Agency 👉 https://www.growthsharkai.com/demo

Referrals aren't flowing. Prospects won't respond. Financial advisor trust has dropped 85% in five years—but elite advisors are quietly using AI for financial advisors to change the game entirely.

🚀 One advisor cut no-shows by 50% and doubled their close rate using AI—no ads, no chasing.

📱 LinkedIn:   / jaymorra  

Timestamps
0:00 - Why Financial Advisor Marketing Is Broken
0:44 - The Most Important Step You're Overlooking
2:03 - How AI Automations Restore Trust
2:31 - 24-Hour Implementation: The Hidden Window Strategy
3:47 - The Prime Real Estate You're Ignoring
5:52 - 24-Hour Implementation: The Prime Real Estate Method
6:47 - The Magic Number Only 10% Reach
9:23 - 24-Hour Implementation: The Magic Number System
10:01 - The Little-Known System Top Advisors Use
11:18 - Why You Don't Have a Lead Problem
13:08 - 24-Hour Implementation: Your Complete Blueprint
14:56 - The One Shift That Changes Everything

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