The #1 Reason Prospects Pass On Advisors (It’s Not Your Fees) with John Way and Katie Lantukh
tune in now!
In this episode of The Finance Marketing Podcast, Hillary sits down with John Way, founder of Pipelineapp.io, and Katie Lantukh, founder of Murphy Marketing, to unpack original research the three of them commissioned: a study of 100+ Colorado prospects actively searching for a financial advisor right now.
The findings reveal three distinct types of advisor prospects — first-timers, searchers, and switchers. Each one researches advisors differently, looks for different things on your website, and needs to hear a different message before they'll reach out. John, Katie, and Hillary dig into why fee transparency matters more than advisors think, why "sounding like everyone else" is the top reason prospects walk away, and why the referrals you're already getting may be comparing you to other advisors online.
Tune in to learn what real prospects say makes them choose — or pass on — an advisor, and the practical changes you can make to your website and messaging to win more of the clients you actually want.
CONNECT WITH HILLARY:
Website: MonetaCopy.com
LinkedIn: Hillary Gale Meehan
CONNECT WITH JOHN:
Website: Pipelineapp.io
LinkedIn: John Way
CONNECT WITH KATIE:
Website: Murphy.marketing
LinkedIn: Katie Lantukh
Join us for the Website Conversion Lab in Denver on August 12!
Join John, Katie, and Hillary in person in Denver on Wednesday, August 12 for a full-day workshop applying this study's findings directly to your website — including a hands-on website lab where you'll get live feedback on your site.
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Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint
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