Mastering Financial Advisor Marketing with Mark Gaffney

Retirement Inside Out with Tom Lamendola

Mar 8 2024 • 25 mins

We’re very excited to have our friend, Mark Gaffney, on the show today. Mark is the founder and owner of Mark Edward Gaffney (MEG), a boutique consulting and marketing firm for the financial services industry, and partner of FIG. In today’s episode, he’s joining us to talk about the data-driven marketing approaches that MEG uses to generate significant returns for financial advisors.

Stay tuned as Mark shares some of MEG’s success stories, demonstrating the power that even the smallest of tweaks to your marketing process can have. You’ll also get a sneak peek into the upcoming launch of FIG TV, powered by MEG’s turnkey marketing system. Join us to learn more about this process and the incredible benefits that TV marketing can bring to the right advisor!

Here’s some of what we discuss in this episode:

  • Mark’s history in marketing for financial advisors + the impact of minor adjustments to your marketing process
  • The importance of paying attention to data in the current business landscape and being coachable
  • The power of events (seminars and webinars) and database management marketing for financial firms
  • The upcoming launch of FIG TV, the right candidates for this kind of service + the limited slots available with MEG

Learn more about MEG

https://markedwardgaffney.com/

Learn About FIG: https://www.figmarketing.com

800-527-1155