The best way to strengthen your marketing is by stepping into your prospect’s shoes. Marcus Roth’s top piece of advice for advisors is to see every step of the journey through the eyes of pre-retirees and retirees. It’s not only about understanding their financial goals, but also about noticing where they might get stuck when it comes to working with you and your business. Is your newsletter sign-up confusing?
Is your presentation’s final slide hard to read? Small friction points can turn into big roadblocks. But when you view your funnel as they experience it, you uncover ways to make every interaction smoother.
The result? Prospects feel more confident, clients stick around longer, and your impact in the community grows. In this video, Marcus explains why putting yourself in your audience’s shoes is one of the most powerful shifts you can make as an advisor.
