Description

The Advisor Summit Podcast: How Marketing Isn’t Like Vegas | Ep. 19 Mark E. Gaffney

Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.

In this episode of the Advisor Summit, we sit down with Mark Gaffney, founder of MEG, to explore how financial advisors can master marketing and drive consistent growth. Mark shares actionable strategies for seminars, client events, media campaigns, and database management to help advisors generate leads, nurture prospects, and scale their business with confidence. From live events to digital marketing, this episode is packed with proven best practices and practical insights you can implement immediately.

Key Takeaways:

• Marketing is the tip of the spear – Advisors must treat marketing as a critical function of their business, not an afterthought, to grow and stay top-of-mind with clients and prospects.
• Master three revenue-generating funnels – Focus on the top 1–3 methods (seminars, client events, prospect outreach) to maximize impact and ROI instead of spreading yourself too thin.
• Seminars and live events are still essential – A well-executed pregame, game day, and postgame strategy creates appointments, conversions, and a masterful client experience.
• Database management and referrals are powerful – Consistent touches, nurturing prospects, and formal referral strategies can generate over 50% of annual revenue from existing clients.
• Hunter vs. Farmer marketing – “Hunter” campaigns drive immediate leads and appointments, while “Farmer” campaigns plant seeds for long-term growth. Advisors should balance both for sustainable success.

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⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.

⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.

⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.

Contact us at: hello@trackthatadvisor.com

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