Have referrals started to dry up, is your pipeline of new business getting shorter and shorter, is it taking you longer to find and identify prospects? If the answer to any of these is “yes”, then this is the episode for you! Christ Wendt lays out digital web-based marketing tactics chapter and verse, digs in deep and shows you what’s needed to start reeling in new clients you’d never find any other way. Don’t miss this make or break half hour!
Chris is the founder of Midstream Marketing, a digital agency that delivers predictable quality leads for independent financial advisors. Some of his current clients include Pinnacle Advisory Group, Financial Synergies Wealth Advisors, Alfa Fiduciary, and a dozen other firms across the country ranging from small startups to close to 1 billion in AUM. Christopher started his agency back in 2002 and first began to serve RIAs in 2010 when he took on the Pinnacle Advisory account. From there, one thing led to another and by 2016, he found that he wanted to serve RIA exclusively. He and his veteran team perfected their platform called Lead-Gen Formula, which is a unique multichannel approach to generating leads for advisors.
Christopher is a regular contributor to wealthmanagement.com and advisor perspectives. He also taught rhetoric and computer programming at Franciscan University in Steubenville and other liberal arts colleges in the Northeast. In addition to being president of the digital agency, Christopher likes to go hiking with his wife had nine kids, especially in the Smoky Mountains.
I coined the phrase “financial therapy” and it took off like gangbusters, the fact that it’s a therapeutic These digital efforts take some time. I just talked to a guy this week who just a year later was able to turn a lead, or prospect from Smart Assets into a client. Really, you have to have a bigger picture to understand what growing AUM digitally is like. It’s really about building an audience. And one of the ways you do that on your website is by offering a free checklist or guide. Whatever the issue is on retirement, investing, etc., we develop, you know, guides around that.Chris Wendt, Founder, Midstream Marketing