Marketing activity can look healthy on the surface while prospects quietly disappear somewhere deeper in the funnel.
Knowing what to measure can reveal where attention, appointments, and opportunities are being lost.
In this episode, Grow Organically host Dan Gilmartin speaks with David Franzke, Chief Marketing Officer at Advisors Excel, about building advisor marketing around clear business outcomes. They cover event marketing, seminar follow-up, funnel metrics, team goals, brand measurement, video, and the value of defining what a win should look like before launching a new initiative. David also shares how better data helped one advisor uncover a two-week follow-up delay that was hurting appointment attendance.
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About our Guest:
David Franzke is the Chief Marketing Officer at Advisors Excel, where he helps financial advisors grow their businesses through marketing, advertising, events, and business development support. He has been with Advisors Excel for 15 years, beginning as an intern at age 19 and growing alongside the organization as it expanded from roughly 80 employees to more than 1,200. In his role, David and his team work closely with advisors to strengthen marketing processes, improve event performance, use data to identify gaps in the client journey, and connect everyday marketing activity to larger business goals.
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