How can financial advisors significantly grow their business in a competitive market while providing exceptional client experiences?

By starting with this podcast. 

In this episode, Matt Halloran welcomes Jack Martin — the virtual CMO for InsurMark — onto the show. They explore the current competitive IMO/FMO landscape and the importance of having a strong marketing partner. Jack shares insights about the InsurMark Growth Framework, a proven system that helps advisors grow their businesses sustainably.

Matt and Jack discuss:

• A mindset shift from transactional selling to building long-term relationships
  
• A well-defined target audience to tailor marketing efforts
  
• Strong marketing strategies that leverage SEO, lead nurturing, personalized communication, and client engagement
  
• The three phases of the InsurMark Growth Framework
  
• A focus on truly listening to clients’ needs and concerns
  
• And more
  

“So there are three phases to this growth framework. There’s the lead to prospect, meeting to client, and from clients to evangelists.” ~Jack Martin

Resources: 

• PodRocket Influence Academy (Enroll for FREE)
  
• LinkedIn: Dan Sullivan
  
• Tool: Net Promoter Score How To Get More Clients and Turn Them Into Raving Fans With Jack Martin (Ep. 458)
  

Connect With Jack Martin:

• LinkedIn: Jack Martin
  
• Website: InsurMark
  
• Website: Elite Advisor Group
  

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
  
• ProudMouth
  
• LinkedIn: Matt Halloran
  
• Twitter: Matt Halloran
  
• LinkedIn: ProudMouth
  
• Facebook: ProudMouth
  
• Twitter: ProudMouth
  
• YouTube: ProudMouth
  

About Our Guest:

Jack Martin is a strategic leader with a proven track record of motivating teams to develop and implement innovative 21st-century brand and marketing initiatives for expanding national wealth management and annuity firms. He brings a wealth of experience to the table, fueled by a passion for the financial services industry. For over 30 years, Martin has excelled in conceiving, branding, and promoting financial services products and firms. 

As a Certified Financial Planner since 1985,  he possesses in-depth industry knowledge. Martin’s career highlights include his position as a leading branch manager with AIG Royal Alliance Associates and his successful founding of a national IMO. His expertise lies in brand and marketing management for financial institutions, making him a valuable asset to any organization in this sector.