In this month's OneCast, Marcus Roth joins Mike Schaffman to break down what top advisors are doing to grow revenue per client.
They explore how high-performing advisors stick to the basics, build systems around client engagement, and bring those touchpoints to life through aligned teams and repeatable processes.
Mike and Marcus cover:
- What patterns top-producing advisors have in common
- How to balance personalized vs. standardized outreach
- Why executing the basics always outperforms overcomplicating
- How systems, infrastructure, and people drive scalable success
Chapters:
00:08 – Introduction to Sales and Marketing Touch Points
00:51 – Identifying Patterns in High Revenue Advisors
01:34 – The Impact of Touch Points on Revenue
02:14 – The Importance of Executing Basics
02:41 – Introducing Marcus Roth and His Insights
03:37 – Exploring Personalized Touch Points
04:38 – Challenges in Simplifying Marketing Strategies
05:17 – Debunking Myths About Personalization
06:07 – Navigating the Gray Area of Marketing
07:32 – Balancing Standardization and Personalization
08:13 – Content Marketing Strategies
09:43 – Maximizing Touch Points and Client Engagements
11:59 – Adjusting Approaches for Digital and In-person Activities
13:27 – Recommended Actions for Advisors
15:04 – Celebrating Client Milestones
16:40 – Understanding Consumer Preferences for Financial Content.
18:03 – Maximizing Revenue for Personalized Out Reach
18:46 – Implementing an Affective Welcome Sequence
19:35 – The Importance of Content in Marketing Tactics
20:07 – Bridging Human Connection in Digital Marketing
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