Generating Leads Through Funnels

The Target Practice Podcast for Insurance Agents

03-05-2022 • 19 mins

We’ve been talking about how to generate leads, and today we are talking about funnels. A marketing or sales funnel is simply a process to guide your prospects from where they are, maybe unaware of your solution and dealing with a problem, to becoming a customer so you can help solve their problem.

And in this episode we’re going to unpack the concept of online marketing funnels. There are a variety of ways to get people into the top of your funnel. Examples might be a podcast, or a book, or a PDF report, or a webinar. The goal is to provide value again and again until someone either says, “I don’t want the value anymore,” or they get into a conversation with you and become a customer.

In today’s digital environment, it’s easier than ever to leverage the power of software and online tools to help you get more prospects into your funnel, which leads to more deals at the other end. Check this episode out and we’ll walk you through what a funnel is, and give you some ideas on how to set up one that works for you.

Just know that all of these methods we are covering in this series work. Listen to this episode and learn more about marketing, try to pick the style that fits you the best, and put it to work in your business!

About Charlie Jewett

Charlie Jewett is an author, speaker, recruiter, trainer, consumer advocate and investment advisor from San Diego, CA. As the “Financial Services Whistleblower” Charlie has been trying to change the way that industry professionals and consumers think about retirement since 2005. With considerable years of experience and an array of professional certifications, Charlie focuses on stock market alternatives combined with tax-free retirement income and provides educational materials that help people to create their ideal retirement plan. He is the host of two podcasts, Renovating Retirement and Target Practice for Advisors, as well as the author of “Renovating Retirement” and “Two Ways to Be Debt Free”, both available on Amazon Kindle.

About Bobby Alford

Bobby Alford has walked an unconventional path to becoming the CEO of Renovating Retirement. He spent 10 years in the US Submarine force, both as an officer and enlisted person, earning a degree in nuclear engineering along the way. Bobby then joined corporate America and worked for a Fortune 50 company in operations, finance, and sales management roles. After getting his MBA, he began working with military veterans to improve their retirement options. At that point he found Charlie Jewett and learned how to truly impact a person's financial life using the MERIT model of planning. Bobby joined Charlie and now uses his skills to grow their company toward achieving the goal of creating $1 billion dollars of annual tax-Free money for their clients.


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