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The New Growth Model for Financial Advisors: A Conversation With Josh Null

After going independent, Josh Null, president of Gulf Coast Financial Advisors quickly learned that cold calling just wasn't going to move the needle for his business.

After embracing all things digital to market his business Josh has been able to leverage his website and other platforms to generate leads and experience incredible growth for his business in just two years.

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The New Growth Model for Financial Advisors: A Conversation With Josh Null

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  2. 2. First Name Last Name Samantha Russell 2 Chief Marketing & Business Development Officer Twenty Over Ten @SamanthaTwenty Samanthacrussell https://leadpilot.io https://twentyoverten.com
  3. 3. First Name Last Name Josh Null, President 3 Gulf Coast Advisors @joshbnull joshnull gulfcoastfinancialadvisors @gulfcoastfinancialadvisors https://spoti.fi/2G0fFhV https://bit.ly/2S9bEu9 https://gulfcoastfa.com/
  4. 4. 2019 ● Left BD in large part due to restrictions in marketing, got Series 65, joined regional BD 2018 ● Joined mutual company 2015 ● First prospect found Josh through a Facebook group 2012 ● First 5 years old school selling - cold calling, outbound, etc. 2009 Josh’s Story ● Dropped Series 7 and Series 63, went fee-only, created Twenty Over Ten website
  5. 5. First Name Last Name 5 󾠮 Based in Mobile, AL but from MO - grew with no natural market 󾠯 After going independent, created Twenty Over Ten website, had creative marketing freedom, saw an immediate change in search engine results and meetings booked.
  6. 6. First Name Last Name 6 󾠰 Content Strategy = Video Podcast Blogging Social Media 󾠱 Niche = Entrepreneurs & Small business owners 󾠲 Blended revenue structure, offers life insurance
  7. 7. First Name Last Name 7 Questions 󾠮 How often do you create video and release podcasts? 󾠯 Which platforms do you get the most engagement on? 󾠰 How often do you post on social media? 󾠱 How many staff members?
  8. 8. First Name Last Name 8 Takeaways 󾠮 Outbound VS. Inbound 󾠯 Drastic change in WHO business attracts/quality of prospects 󾠰 Change in how Josh spends his time 󾠱 Best advice for getting started?
  9. 9. Get In Touch 11 Leadpilot.io or Twentyoverten.com Marketing@twentyoverten.com (855) 360-1732

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After going independent, Josh Null, president of Gulf Coast Financial Advisors quickly learned that cold calling just wasn't going to move the needle for his business. After embracing all things digital to market his business Josh has been able to leverage his website and other platforms to generate leads and experience incredible growth for his business in just two years.

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