The Finance Marketing Podcast

Understanding Lead Generation and Full Marketing Funnels for Finance Professionals with Olivia Luper

Hillary Gale

In this episode of The Finance Marketing Podcast, Hillary sits down with Olivia Luper, Founder of Lexicon Advisor Marketing, a full-service, outsourced digital marketing agency that helps financial professionals build brand awareness, grow their network, and land more clients they love. Olivia shares her expertise on creating a well-rounded digital marketing strategy specifically tailored for financial advisors. She discusses the three essential stages of marketing—building awareness, capturing leads, and nurturing those leads to convert them into loyal clients.

Olivia offers practical insights on effective lead generation techniques, the power of email marketing, and the role of automation in streamlining marketing efforts. She also provides valuable tips on leveraging platforms like LinkedIn for lead generation and relationship building, making this episode a must-listen for financial advisors looking to enhance their digital marketing strategy.

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