Josh Woodward gained experience as a financial advisor by working his way up through the ranks of Formuliafolio. Beginning as the coffee boy, he steadily moved up through several teams at the organization, including trading, advisor services, planning, sales, and business development, where he specialized in B2C and B2B marketing for the company’s financial advisors.
Formuliafolio quickly proved itself to be a fast-growing company and was eventually acquired. With a thorough grasp of the industry, Woodward began his own entrepreneurial journey by purchasing Mastermind Advisor Marketing.
Today, Woodward’s mission is to empower financial advisors to grow their business through data-driven marketing solutions.
“Our goal is to change the game for financial advisors in the digital marketing space,” says Woodward. “By partnering with Mastermind, advisors automate workflows for enhanced efficiency. In other words, they spend less time on mundane marketing tasks and more time enjoying life confident that their efforts are reaching the clients who need their services.”
A Tested Approach to Enhancing Online Credibility and Brand Identity
cultivating a financial advisor’Mastermind recognizes thats online presence is pivotal in the digital age to enhance their credibility and equip their firm with unique branding. This aims to ensure the advisor’s firm is top of mind when a prospect seeks financial guidance. Through strategic social media campaigns, website traffic-driving mechanisms, and targeted content creation, Mastermind works with clients every step of the way as they amplify their voice and brand identity.
Mastermind offers its comprehensive turnkey marketing system designed for and by financial advisors to help enhance credibility. This system incorporates webinars, seminars, and high-quality, engaging content to grow an advisory practice. These tools and strategies address a core challenge many financial advisors face: generating leads that look good on paper and convert into lifelong clients.
Leveraging Digital Media to Educate and Engage
Woodward’s approach to marketing in the financial advisory space is built upon the foundational belief that education is power. Mastermind Advisor Marketing helps advisors spread valuable knowledge within their communities and solidify their reputations as industry experts by creating educational content and delivering it through various digital channels. This focus on nurturing both community and client relationships is at the heart of the company’s philosophy.
Mastermind understands the power of webinars in the current market. By integrating compelling video content onto an advisor’s website, webinars serve as an effective lead generation tool that provides valuable information on pertinent topics like retirement planning and social security and serves as a funnel, bringing prospects into the advisor’s fold.
Additionally, Mastermind’s marketing expertise makes it simple for companies to host and promote relevant seminars. Whether focusing on taxes, college planning, or annuities, the goal—filling the room with qualified prospects—remains unchanged. Far more than just informative sessions, these seminars are excellent opportunities to establish meaningful client relationships.
Finally, today’s fast-paced digital environment requires advisors to look beyond traditional outreach. Consistently delivered quality content and social media engagement are crucial. Mastermind aids financial professionals in creating and disseminating content designed to resonate with their audience, positioning advisors as the go-to for financial wisdom.
Harnessing the power of a custom CRM through Mastermind Advisor Marketing and managing client information and interactions are paramount in this space. Mastermind’s custom CRM system streamlines these processes, enabling financial advisors to manage everything from scheduled appointments to social posting and email campaigns in one central hub.
Mastermind’s marketing expertise is exemplified by its emphasis on automated systems, such as email follow-ups and integrated calendars, to ensure steady and strategic communication with prospects. Beyond automation, they support advisors in harnessing their back-office services to new heights, emphasizing the importance of professional and responsive customer service.
Mastermind sets itself apart by being consciously crafted for financial advisors. This allows it to offer services that inherently understand the advisor’s specific needs. This expertise translates into effective marketing solutions that resonate with the needs of financial professionals.
“Mastermind is changing the script for advisors and their marketing,” Woodward explains. “Very rarely will companies perform every aspect of marketing for a financial advisor without charging a massive fee. I am well-versed in digital marketing after thriving in this space for over ten years. Now, I want to get this groundbreaking service to advisors and help them grow their practice without the stress of being overcharged.”
Published By: Aize Perez
