In this episode of the 8 Figure Agent Podcast, hosts Jared Larsen and Matt Walker, dive deep into the critical distinctions between marketing and sales within the financial services industry. They explore the misconceptions around these terms and outline how understanding the differences can lead to remarkable success. The discussion covers building compelling marketing messages, aligning them with sales strategies, and how AI and evolving technologies are changing the landscape. Packed with real-world examples and expert insights, this episode is a must-listen for anyone looking to elevate their career in the financial sector.
00:00 Welcome to the 8 Figure Agent Podcast
03:55 The Role of a Marketer in Financial Services
08:34 The Evolution of Marketing with Technology
13:46 Aligning Marketing and Sales for Success
23:19 Intentional Selling: Building Trust and Closing Deals
28:19 Conclusion and Next Steps
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Recorded & Produced by: SB Studios
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