Free Lesson Preview from
Online Marketing for Financial Advisors
Lesson 1.3: Turning Your Marketing Vision Into a Goal
How many leads a month does your marketing actually need to bring in?
Most advisors don’t know their number. It’s the same math you do for clients every day, just pointed at your own business. In this 9-minute lesson, you’ll work backwards from your 2027 goal to one number: your goal line.
Before you watch: download the Marketing Goal Line Calculator below. Fill it in as you go, and it does the math for you.
Don’t know your close rate or booking rate? No problem. The calculator starts you with conservative rates, and I’ll explain why in the video.
The video above is only a sample from Module 1 of the course. The actual course is hosted on the Thinkific platform, where it’s organized as a curriculum where you can easily move through each lesson on your own pace and in an organized manner. See screenshot of the course platform on the left.