SlideShare a Scribd company logo
1
First Name
Last Name
Samantha Russell
2
Chief Marketing & Business
Development Officer
Twenty Over Ten
@SamanthaTwenty
Samanthacrussell
https://leadpilot.io
https://twentyoverten.com
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/
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
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.
First Name
Last Name
6
󾠰 Content Strategy =
Video
Podcast
Blogging
Social Media
󾠱 Niche = Entrepreneurs & Small
business owners
󾠲 Blended revenue structure, offers
life insurance
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?
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?
Get In Touch
11
Leadpilot.io or Twentyoverten.com
Marketing@twentyoverten.com
(855) 360-1732

More Related Content

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

Promotions Summit Day 2
Promotions Summit Day 2Promotions Summit Day 2
Promotions Summit Day 2
Upland Second Street
 
How To Market Your Expertise Online: Creating A Brand Strategy
How To Market Your Expertise Online: Creating A Brand StrategyHow To Market Your Expertise Online: Creating A Brand Strategy
How To Market Your Expertise Online: Creating A Brand Strategy
Momentum Marketing
 
How To Market Your Expertise Online: Creating A Brand Strategy
How To Market Your Expertise Online: Creating A Brand StrategyHow To Market Your Expertise Online: Creating A Brand Strategy
How To Market Your Expertise Online: Creating A Brand Strategy
Sabrina Franklin
 
I love you. I hate you. Customer Feedback in a Social World
I love you. I hate you. Customer Feedback in a Social WorldI love you. I hate you. Customer Feedback in a Social World
I love you. I hate you. Customer Feedback in a Social WorldSimple Marketing Now LLC
 
Sfl media group
Sfl media groupSfl media group
Sfl media group
SFLMediaGroup
 
Lead Generation: The Art of Cold Calling and the Science of Email Prospecting
Lead Generation: The Art of Cold Calling and the Science of Email ProspectingLead Generation: The Art of Cold Calling and the Science of Email Prospecting
Lead Generation: The Art of Cold Calling and the Science of Email ProspectingMarketo
 
Strategies That Make Money On Facebook - October 2013
Strategies That Make Money On Facebook - October 2013Strategies That Make Money On Facebook - October 2013
Strategies That Make Money On Facebook - October 2013
Julie Mason
 
Daily Cliche
Daily ClicheDaily Cliche
Daily Cliche
Robert Taylor III
 
Content Marketing World 2016 Overview
Content Marketing World 2016 OverviewContent Marketing World 2016 Overview
Content Marketing World 2016 Overview
Content Marketing Institute
 
Social Media Week Bristol 2019 - Stop The Scroll
Social Media Week Bristol 2019 - Stop The ScrollSocial Media Week Bristol 2019 - Stop The Scroll
Social Media Week Bristol 2019 - Stop The Scroll
Noisy Little Monkey
 
Small Business Content Marketing Workshop - Good to Great
Small Business Content Marketing Workshop - Good to GreatSmall Business Content Marketing Workshop - Good to Great
Small Business Content Marketing Workshop - Good to Great
Joe Pulizzi
 
Prom Country Cheese social media assessment
Prom Country Cheese social media assessmentProm Country Cheese social media assessment
Prom Country Cheese social media assessment
KatLibby1
 
How to Launch a Content-First Business (Content Inc.) -- Content Marketing In...
How to Launch a Content-First Business (Content Inc.) -- Content Marketing In...How to Launch a Content-First Business (Content Inc.) -- Content Marketing In...
How to Launch a Content-First Business (Content Inc.) -- Content Marketing In...
Conductor
 
10 Steps to Content Marketing Success
10 Steps to Content Marketing Success10 Steps to Content Marketing Success
10 Steps to Content Marketing Success
Cision
 
Introduction to Digital Marketing
Introduction to Digital MarketingIntroduction to Digital Marketing
Introduction to Digital Marketing
Jon Payne
 
Getting Started with Content Marketing - Workshop for Greenhouse Grower
Getting Started with Content Marketing - Workshop for Greenhouse GrowerGetting Started with Content Marketing - Workshop for Greenhouse Grower
Getting Started with Content Marketing - Workshop for Greenhouse Grower
Joe Pulizzi
 
Intro to Social Media Marketing for Business
Intro to Social Media Marketing for BusinessIntro to Social Media Marketing for Business
Intro to Social Media Marketing for Business
Kalena Jordan
 
WGC Social Media Marketing Made Simple 2013
WGC Social Media Marketing Made Simple 2013WGC Social Media Marketing Made Simple 2013
WGC Social Media Marketing Made Simple 2013
Will Gladhart Consulting, LLC
 
Groupon Case Study
Groupon Case StudyGroupon Case Study
Groupon Case Study
Lauren Byrd
 

Similar to The New Growth Model for Financial Advisors: A Conversation With Josh Null (20)

Promotions Summit Day 2
Promotions Summit Day 2Promotions Summit Day 2
Promotions Summit Day 2
 
How To Market Your Expertise Online: Creating A Brand Strategy
How To Market Your Expertise Online: Creating A Brand StrategyHow To Market Your Expertise Online: Creating A Brand Strategy
How To Market Your Expertise Online: Creating A Brand Strategy
 
How To Market Your Expertise Online: Creating A Brand Strategy
How To Market Your Expertise Online: Creating A Brand StrategyHow To Market Your Expertise Online: Creating A Brand Strategy
How To Market Your Expertise Online: Creating A Brand Strategy
 
I love you. I hate you. Customer Feedback in a Social World
I love you. I hate you. Customer Feedback in a Social WorldI love you. I hate you. Customer Feedback in a Social World
I love you. I hate you. Customer Feedback in a Social World
 
Sfl media group
Sfl media groupSfl media group
Sfl media group
 
Lead Generation: The Art of Cold Calling and the Science of Email Prospecting
Lead Generation: The Art of Cold Calling and the Science of Email ProspectingLead Generation: The Art of Cold Calling and the Science of Email Prospecting
Lead Generation: The Art of Cold Calling and the Science of Email Prospecting
 
Strategies That Make Money On Facebook - October 2013
Strategies That Make Money On Facebook - October 2013Strategies That Make Money On Facebook - October 2013
Strategies That Make Money On Facebook - October 2013
 
Daily Cliche
Daily ClicheDaily Cliche
Daily Cliche
 
Content Marketing World 2016 Overview
Content Marketing World 2016 OverviewContent Marketing World 2016 Overview
Content Marketing World 2016 Overview
 
Social Media Week Bristol 2019 - Stop The Scroll
Social Media Week Bristol 2019 - Stop The ScrollSocial Media Week Bristol 2019 - Stop The Scroll
Social Media Week Bristol 2019 - Stop The Scroll
 
Good to-great
Good to-greatGood to-great
Good to-great
 
Small Business Content Marketing Workshop - Good to Great
Small Business Content Marketing Workshop - Good to GreatSmall Business Content Marketing Workshop - Good to Great
Small Business Content Marketing Workshop - Good to Great
 
Prom Country Cheese social media assessment
Prom Country Cheese social media assessmentProm Country Cheese social media assessment
Prom Country Cheese social media assessment
 
How to Launch a Content-First Business (Content Inc.) -- Content Marketing In...
How to Launch a Content-First Business (Content Inc.) -- Content Marketing In...How to Launch a Content-First Business (Content Inc.) -- Content Marketing In...
How to Launch a Content-First Business (Content Inc.) -- Content Marketing In...
 
10 Steps to Content Marketing Success
10 Steps to Content Marketing Success10 Steps to Content Marketing Success
10 Steps to Content Marketing Success
 
Introduction to Digital Marketing
Introduction to Digital MarketingIntroduction to Digital Marketing
Introduction to Digital Marketing
 
Getting Started with Content Marketing - Workshop for Greenhouse Grower
Getting Started with Content Marketing - Workshop for Greenhouse GrowerGetting Started with Content Marketing - Workshop for Greenhouse Grower
Getting Started with Content Marketing - Workshop for Greenhouse Grower
 
Intro to Social Media Marketing for Business
Intro to Social Media Marketing for BusinessIntro to Social Media Marketing for Business
Intro to Social Media Marketing for Business
 
WGC Social Media Marketing Made Simple 2013
WGC Social Media Marketing Made Simple 2013WGC Social Media Marketing Made Simple 2013
WGC Social Media Marketing Made Simple 2013
 
Groupon Case Study
Groupon Case StudyGroupon Case Study
Groupon Case Study
 

More from Samantha Russell

Unlocking Advisor Success With YCharts’ 2024 Communication Survey
Unlocking Advisor Success With YCharts’ 2024 Communication SurveyUnlocking Advisor Success With YCharts’ 2024 Communication Survey
Unlocking Advisor Success With YCharts’ 2024 Communication Survey
Samantha Russell
 
Supercharge Marketing Strategies to Skyrocket Firm Growth
Supercharge Marketing Strategies to Skyrocket Firm GrowthSupercharge Marketing Strategies to Skyrocket Firm Growth
Supercharge Marketing Strategies to Skyrocket Firm Growth
Samantha Russell
 
So What's This Do It For Me Program Really Like?
So What's This Do It For Me Program Really Like?So What's This Do It For Me Program Really Like?
So What's This Do It For Me Program Really Like?
Samantha Russell
 
Mastering Lead Generation and Referrals!
Mastering Lead Generation and Referrals!Mastering Lead Generation and Referrals!
Mastering Lead Generation and Referrals!
Samantha Russell
 
10 Tips for Marketing Your Tax Planning Services As An Advisor
10 Tips for Marketing Your Tax Planning Services As An Advisor10 Tips for Marketing Your Tax Planning Services As An Advisor
10 Tips for Marketing Your Tax Planning Services As An Advisor
Samantha Russell
 
Leveraging Your Client or Prospect's Age Milestones to Exponentially Grow You...
Leveraging Your Client or Prospect's Age Milestones to Exponentially Grow You...Leveraging Your Client or Prospect's Age Milestones to Exponentially Grow You...
Leveraging Your Client or Prospect's Age Milestones to Exponentially Grow You...
Samantha Russell
 
Mastering the Client Journey: How to Maximize the Return on Your Tech
Mastering the Client Journey: How to Maximize the Return on Your TechMastering the Client Journey: How to Maximize the Return on Your Tech
Mastering the Client Journey: How to Maximize the Return on Your Tech
Samantha Russell
 
Our Best Growth Strategy for 2024 - Webinars that WOW!
Our Best Growth Strategy for 2024 - Webinars that WOW!Our Best Growth Strategy for 2024 - Webinars that WOW!
Our Best Growth Strategy for 2024 - Webinars that WOW!
Samantha Russell
 
Top 5 Advisor Marketing Themes for 2024
Top 5 Advisor Marketing Themes for 2024Top 5 Advisor Marketing Themes for 2024
Top 5 Advisor Marketing Themes for 2024
Samantha Russell
 
Content Strategies To Differentiate Your Brand and Grow Your Business
Content Strategies To Differentiate Your Brand and Grow Your BusinessContent Strategies To Differentiate Your Brand and Grow Your Business
Content Strategies To Differentiate Your Brand and Grow Your Business
Samantha Russell
 
Convert Leads, Delight Clients: Proven Communication Strategies
Convert Leads, Delight Clients: Proven Communication StrategiesConvert Leads, Delight Clients: Proven Communication Strategies
Convert Leads, Delight Clients: Proven Communication Strategies
Samantha Russell
 
A Step-by-Step Guide to Launching Your Podcast
A Step-by-Step Guide to Launching Your PodcastA Step-by-Step Guide to Launching Your Podcast
A Step-by-Step Guide to Launching Your Podcast
Samantha Russell
 
Advisor Marketing: What to Outsource vs. What to Insource
Advisor Marketing: What to Outsource vs. What to InsourceAdvisor Marketing: What to Outsource vs. What to Insource
Advisor Marketing: What to Outsource vs. What to Insource
Samantha Russell
 
Marketing Masterclass: Exclusively for LPL Financial Advisors:
Marketing Masterclass:  Exclusively for LPL Financial Advisors:Marketing Masterclass:  Exclusively for LPL Financial Advisors:
Marketing Masterclass: Exclusively for LPL Financial Advisors:
Samantha Russell
 
What Makes this Advisor Website Stand Out? Interview with Rubin Miller, CFA
What Makes this Advisor Website Stand Out? Interview with Rubin Miller, CFAWhat Makes this Advisor Website Stand Out? Interview with Rubin Miller, CFA
What Makes this Advisor Website Stand Out? Interview with Rubin Miller, CFA
Samantha Russell
 
Quick Demo of FMG's Platform
Quick Demo of FMG's PlatformQuick Demo of FMG's Platform
Quick Demo of FMG's Platform
Samantha Russell
 
The Best Lead Generation Tactic Most Advisors Aren’t Doing: Webinars
The Best Lead Generation Tactic Most Advisors Aren’t Doing: WebinarsThe Best Lead Generation Tactic Most Advisors Aren’t Doing: Webinars
The Best Lead Generation Tactic Most Advisors Aren’t Doing: Webinars
Samantha Russell
 
How to Use Behavioral Finance to Differentiate Your Firm and Marketing
How to Use Behavioral Finance to Differentiate Your Firm and MarketingHow to Use Behavioral Finance to Differentiate Your Firm and Marketing
How to Use Behavioral Finance to Differentiate Your Firm and Marketing
Samantha Russell
 
Create your own podcast - It’s way easier than you think
Create your own podcast - It’s way easier than you thinkCreate your own podcast - It’s way easier than you think
Create your own podcast - It’s way easier than you think
Samantha Russell
 
Lead Generation & Growth Creation: Grow and support your business through ta...
Lead Generation & Growth Creation:  Grow and support your business through ta...Lead Generation & Growth Creation:  Grow and support your business through ta...
Lead Generation & Growth Creation: Grow and support your business through ta...
Samantha Russell
 

More from Samantha Russell (20)

Unlocking Advisor Success With YCharts’ 2024 Communication Survey
Unlocking Advisor Success With YCharts’ 2024 Communication SurveyUnlocking Advisor Success With YCharts’ 2024 Communication Survey
Unlocking Advisor Success With YCharts’ 2024 Communication Survey
 
Supercharge Marketing Strategies to Skyrocket Firm Growth
Supercharge Marketing Strategies to Skyrocket Firm GrowthSupercharge Marketing Strategies to Skyrocket Firm Growth
Supercharge Marketing Strategies to Skyrocket Firm Growth
 
So What's This Do It For Me Program Really Like?
So What's This Do It For Me Program Really Like?So What's This Do It For Me Program Really Like?
So What's This Do It For Me Program Really Like?
 
Mastering Lead Generation and Referrals!
Mastering Lead Generation and Referrals!Mastering Lead Generation and Referrals!
Mastering Lead Generation and Referrals!
 
10 Tips for Marketing Your Tax Planning Services As An Advisor
10 Tips for Marketing Your Tax Planning Services As An Advisor10 Tips for Marketing Your Tax Planning Services As An Advisor
10 Tips for Marketing Your Tax Planning Services As An Advisor
 
Leveraging Your Client or Prospect's Age Milestones to Exponentially Grow You...
Leveraging Your Client or Prospect's Age Milestones to Exponentially Grow You...Leveraging Your Client or Prospect's Age Milestones to Exponentially Grow You...
Leveraging Your Client or Prospect's Age Milestones to Exponentially Grow You...
 
Mastering the Client Journey: How to Maximize the Return on Your Tech
Mastering the Client Journey: How to Maximize the Return on Your TechMastering the Client Journey: How to Maximize the Return on Your Tech
Mastering the Client Journey: How to Maximize the Return on Your Tech
 
Our Best Growth Strategy for 2024 - Webinars that WOW!
Our Best Growth Strategy for 2024 - Webinars that WOW!Our Best Growth Strategy for 2024 - Webinars that WOW!
Our Best Growth Strategy for 2024 - Webinars that WOW!
 
Top 5 Advisor Marketing Themes for 2024
Top 5 Advisor Marketing Themes for 2024Top 5 Advisor Marketing Themes for 2024
Top 5 Advisor Marketing Themes for 2024
 
Content Strategies To Differentiate Your Brand and Grow Your Business
Content Strategies To Differentiate Your Brand and Grow Your BusinessContent Strategies To Differentiate Your Brand and Grow Your Business
Content Strategies To Differentiate Your Brand and Grow Your Business
 
Convert Leads, Delight Clients: Proven Communication Strategies
Convert Leads, Delight Clients: Proven Communication StrategiesConvert Leads, Delight Clients: Proven Communication Strategies
Convert Leads, Delight Clients: Proven Communication Strategies
 
A Step-by-Step Guide to Launching Your Podcast
A Step-by-Step Guide to Launching Your PodcastA Step-by-Step Guide to Launching Your Podcast
A Step-by-Step Guide to Launching Your Podcast
 
Advisor Marketing: What to Outsource vs. What to Insource
Advisor Marketing: What to Outsource vs. What to InsourceAdvisor Marketing: What to Outsource vs. What to Insource
Advisor Marketing: What to Outsource vs. What to Insource
 
Marketing Masterclass: Exclusively for LPL Financial Advisors:
Marketing Masterclass:  Exclusively for LPL Financial Advisors:Marketing Masterclass:  Exclusively for LPL Financial Advisors:
Marketing Masterclass: Exclusively for LPL Financial Advisors:
 
What Makes this Advisor Website Stand Out? Interview with Rubin Miller, CFA
What Makes this Advisor Website Stand Out? Interview with Rubin Miller, CFAWhat Makes this Advisor Website Stand Out? Interview with Rubin Miller, CFA
What Makes this Advisor Website Stand Out? Interview with Rubin Miller, CFA
 
Quick Demo of FMG's Platform
Quick Demo of FMG's PlatformQuick Demo of FMG's Platform
Quick Demo of FMG's Platform
 
The Best Lead Generation Tactic Most Advisors Aren’t Doing: Webinars
The Best Lead Generation Tactic Most Advisors Aren’t Doing: WebinarsThe Best Lead Generation Tactic Most Advisors Aren’t Doing: Webinars
The Best Lead Generation Tactic Most Advisors Aren’t Doing: Webinars
 
How to Use Behavioral Finance to Differentiate Your Firm and Marketing
How to Use Behavioral Finance to Differentiate Your Firm and MarketingHow to Use Behavioral Finance to Differentiate Your Firm and Marketing
How to Use Behavioral Finance to Differentiate Your Firm and Marketing
 
Create your own podcast - It’s way easier than you think
Create your own podcast - It’s way easier than you thinkCreate your own podcast - It’s way easier than you think
Create your own podcast - It’s way easier than you think
 
Lead Generation & Growth Creation: Grow and support your business through ta...
Lead Generation & Growth Creation:  Grow and support your business through ta...Lead Generation & Growth Creation:  Grow and support your business through ta...
Lead Generation & Growth Creation: Grow and support your business through ta...
 

Recently uploaded

The What, Why & How of 3D and AR in Digital Commerce
The What, Why & How of 3D and AR in Digital CommerceThe What, Why & How of 3D and AR in Digital Commerce
The What, Why & How of 3D and AR in Digital Commerce
PushON Ltd
 
34-Rahul-Mande.pdf PROJECT REPORT MBA 4TH SEMESTER
34-Rahul-Mande.pdf PROJECT REPORT MBA 4TH SEMESTER34-Rahul-Mande.pdf PROJECT REPORT MBA 4TH SEMESTER
34-Rahul-Mande.pdf PROJECT REPORT MBA 4TH SEMESTER
DeepakTripathi733493
 
Email Marketing Master Class - Chris Ferris
Email Marketing Master Class - Chris FerrisEmail Marketing Master Class - Chris Ferris
15 ideas and frameworks on the art of storytelling
15 ideas and frameworks on the art of storytelling15 ideas and frameworks on the art of storytelling
15 ideas and frameworks on the art of storytelling
Aatir Abdul Rauf
 
BLOOM_May2024 (r). Balmer Lawrie Online Monthly Bulletin
BLOOM_May2024 (r). Balmer Lawrie Online Monthly BulletinBLOOM_May2024 (r). Balmer Lawrie Online Monthly Bulletin
BLOOM_May2024 (r). Balmer Lawrie Online Monthly Bulletin
BalmerLawrie
 
Your Path to Profits - The Game-Changing Power of a Marketing OS for Your Bus...
Your Path to Profits - The Game-Changing Power of a Marketing OS for Your Bus...Your Path to Profits - The Game-Changing Power of a Marketing OS for Your Bus...
Your Path to Profits - The Game-Changing Power of a Marketing OS for Your Bus...
DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions
 
SEO as the Backbone of Digital Marketing
SEO as the Backbone of Digital MarketingSEO as the Backbone of Digital Marketing
SEO as the Backbone of Digital Marketing
Felipe Bazon
 
My Personal Brand Exploration by Mariano
My Personal Brand Exploration by MarianoMy Personal Brand Exploration by Mariano
My Personal Brand Exploration by Mariano
marianooscos
 
Unknown to Unforgettable - The Art and Science to Being Irresistible on Camer...
Unknown to Unforgettable - The Art and Science to Being Irresistible on Camer...Unknown to Unforgettable - The Art and Science to Being Irresistible on Camer...
Unknown to Unforgettable - The Art and Science to Being Irresistible on Camer...
DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions
 
May 2024 - VBOUT Partners Meeting Group Session
May 2024 - VBOUT Partners Meeting Group SessionMay 2024 - VBOUT Partners Meeting Group Session
May 2024 - VBOUT Partners Meeting Group Session
Vbout.com
 
Digital Marketing Training In Bangalore
Digital Marketing Training In BangaloreDigital Marketing Training In Bangalore
Digital Marketing Training In Bangalore
syedasifsyed46
 
Consumer Journey Mapping & Personalization Master Class - Sabrina Killgo
Consumer Journey Mapping & Personalization Master Class - Sabrina KillgoConsumer Journey Mapping & Personalization Master Class - Sabrina Killgo
Consumer Journey Mapping & Personalization Master Class - Sabrina Killgo
DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions
 
AI-Powered Personalization: Principles, Use Cases, and Its Impact on CRO
AI-Powered Personalization: Principles, Use Cases, and Its Impact on CROAI-Powered Personalization: Principles, Use Cases, and Its Impact on CRO
AI-Powered Personalization: Principles, Use Cases, and Its Impact on CRO
VWO
 
Digital Commerce Lecture for Advanced Digital & Social Media Strategy at UCLA...
Digital Commerce Lecture for Advanced Digital & Social Media Strategy at UCLA...Digital Commerce Lecture for Advanced Digital & Social Media Strategy at UCLA...
Digital Commerce Lecture for Advanced Digital & Social Media Strategy at UCLA...
Valters Lauzums
 
The New Era Of SEO - How AI Has Changed SEO Forever - Danny Leibrandt
The New Era Of SEO - How AI Has Changed SEO Forever - Danny LeibrandtThe New Era Of SEO - How AI Has Changed SEO Forever - Danny Leibrandt
The New Era Of SEO - How AI Has Changed SEO Forever - Danny Leibrandt
DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions
 
The Old Oak - Press Kit - Cannes Film Festival 2023
The Old Oak - Press Kit - Cannes Film Festival 2023The Old Oak - Press Kit - Cannes Film Festival 2023
The Old Oak - Press Kit - Cannes Film Festival 2023
Pascal Fintoni
 
SEO Master Class - Steve Wiideman, Wiideman Consulting Group
SEO Master Class - Steve Wiideman,  Wiideman Consulting GroupSEO Master Class - Steve Wiideman,  Wiideman Consulting Group
SEO Master Class - Steve Wiideman, Wiideman Consulting Group
DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions
 
Turn Digital Reputation Threats into Offense Tactics - Daniel Lemin
Turn Digital Reputation Threats into Offense Tactics - Daniel LeminTurn Digital Reputation Threats into Offense Tactics - Daniel Lemin
Turn Digital Reputation Threats into Offense Tactics - Daniel Lemin
DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions
 
How to Use AI to Write a High-Quality Article that Ranks
How to Use AI to Write a High-Quality Article that RanksHow to Use AI to Write a High-Quality Article that Ranks
How to Use AI to Write a High-Quality Article that Ranks
minatamang0021
 

Recently uploaded (20)

The What, Why & How of 3D and AR in Digital Commerce
The What, Why & How of 3D and AR in Digital CommerceThe What, Why & How of 3D and AR in Digital Commerce
The What, Why & How of 3D and AR in Digital Commerce
 
Metaverse Marketing in the Generation of the Internet - Eugene Capon
Metaverse Marketing in the Generation of the Internet - Eugene CaponMetaverse Marketing in the Generation of the Internet - Eugene Capon
Metaverse Marketing in the Generation of the Internet - Eugene Capon
 
34-Rahul-Mande.pdf PROJECT REPORT MBA 4TH SEMESTER
34-Rahul-Mande.pdf PROJECT REPORT MBA 4TH SEMESTER34-Rahul-Mande.pdf PROJECT REPORT MBA 4TH SEMESTER
34-Rahul-Mande.pdf PROJECT REPORT MBA 4TH SEMESTER
 
Email Marketing Master Class - Chris Ferris
Email Marketing Master Class - Chris FerrisEmail Marketing Master Class - Chris Ferris
Email Marketing Master Class - Chris Ferris
 
15 ideas and frameworks on the art of storytelling
15 ideas and frameworks on the art of storytelling15 ideas and frameworks on the art of storytelling
15 ideas and frameworks on the art of storytelling
 
BLOOM_May2024 (r). Balmer Lawrie Online Monthly Bulletin
BLOOM_May2024 (r). Balmer Lawrie Online Monthly BulletinBLOOM_May2024 (r). Balmer Lawrie Online Monthly Bulletin
BLOOM_May2024 (r). Balmer Lawrie Online Monthly Bulletin
 
Your Path to Profits - The Game-Changing Power of a Marketing OS for Your Bus...
Your Path to Profits - The Game-Changing Power of a Marketing OS for Your Bus...Your Path to Profits - The Game-Changing Power of a Marketing OS for Your Bus...
Your Path to Profits - The Game-Changing Power of a Marketing OS for Your Bus...
 
SEO as the Backbone of Digital Marketing
SEO as the Backbone of Digital MarketingSEO as the Backbone of Digital Marketing
SEO as the Backbone of Digital Marketing
 
My Personal Brand Exploration by Mariano
My Personal Brand Exploration by MarianoMy Personal Brand Exploration by Mariano
My Personal Brand Exploration by Mariano
 
Unknown to Unforgettable - The Art and Science to Being Irresistible on Camer...
Unknown to Unforgettable - The Art and Science to Being Irresistible on Camer...Unknown to Unforgettable - The Art and Science to Being Irresistible on Camer...
Unknown to Unforgettable - The Art and Science to Being Irresistible on Camer...
 
May 2024 - VBOUT Partners Meeting Group Session
May 2024 - VBOUT Partners Meeting Group SessionMay 2024 - VBOUT Partners Meeting Group Session
May 2024 - VBOUT Partners Meeting Group Session
 
Digital Marketing Training In Bangalore
Digital Marketing Training In BangaloreDigital Marketing Training In Bangalore
Digital Marketing Training In Bangalore
 
Consumer Journey Mapping & Personalization Master Class - Sabrina Killgo
Consumer Journey Mapping & Personalization Master Class - Sabrina KillgoConsumer Journey Mapping & Personalization Master Class - Sabrina Killgo
Consumer Journey Mapping & Personalization Master Class - Sabrina Killgo
 
AI-Powered Personalization: Principles, Use Cases, and Its Impact on CRO
AI-Powered Personalization: Principles, Use Cases, and Its Impact on CROAI-Powered Personalization: Principles, Use Cases, and Its Impact on CRO
AI-Powered Personalization: Principles, Use Cases, and Its Impact on CRO
 
Digital Commerce Lecture for Advanced Digital & Social Media Strategy at UCLA...
Digital Commerce Lecture for Advanced Digital & Social Media Strategy at UCLA...Digital Commerce Lecture for Advanced Digital & Social Media Strategy at UCLA...
Digital Commerce Lecture for Advanced Digital & Social Media Strategy at UCLA...
 
The New Era Of SEO - How AI Has Changed SEO Forever - Danny Leibrandt
The New Era Of SEO - How AI Has Changed SEO Forever - Danny LeibrandtThe New Era Of SEO - How AI Has Changed SEO Forever - Danny Leibrandt
The New Era Of SEO - How AI Has Changed SEO Forever - Danny Leibrandt
 
The Old Oak - Press Kit - Cannes Film Festival 2023
The Old Oak - Press Kit - Cannes Film Festival 2023The Old Oak - Press Kit - Cannes Film Festival 2023
The Old Oak - Press Kit - Cannes Film Festival 2023
 
SEO Master Class - Steve Wiideman, Wiideman Consulting Group
SEO Master Class - Steve Wiideman,  Wiideman Consulting GroupSEO Master Class - Steve Wiideman,  Wiideman Consulting Group
SEO Master Class - Steve Wiideman, Wiideman Consulting Group
 
Turn Digital Reputation Threats into Offense Tactics - Daniel Lemin
Turn Digital Reputation Threats into Offense Tactics - Daniel LeminTurn Digital Reputation Threats into Offense Tactics - Daniel Lemin
Turn Digital Reputation Threats into Offense Tactics - Daniel Lemin
 
How to Use AI to Write a High-Quality Article that Ranks
How to Use AI to Write a High-Quality Article that RanksHow to Use AI to Write a High-Quality Article that Ranks
How to Use AI to Write a High-Quality Article that Ranks
 

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

  • 1. 1
  • 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. 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. 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. 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. First Name Last Name 6 󾠰 Content Strategy = Video Podcast Blogging Social Media 󾠱 Niche = Entrepreneurs & Small business owners 󾠲 Blended revenue structure, offers life insurance
  • 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. 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.
  • 10.
  • 11. Get In Touch 11 Leadpilot.io or Twentyoverten.com Marketing@twentyoverten.com (855) 360-1732