Ep 6: Implementing Successful Digital Marketing Strategies with Charles Winfrey

Today we welcome on an advisor who has embraced the shift to digital marketing and found great success leveraging it to grow the geographical footprint of his business. Charles Winfrey, Senior Advisor of The Rollover Company in Nashville, is someone we’ve worked with for almost two years now and have watched him implement strategies in this digital world even when things have shifted back to in-person again.

We asked him to be a part of the show to share his approach to digital marketing with you and to open up about some of the processes that have led to his success. Plus, his work with Marvin Mitchell has helped him evolve his business even further, and we’ll learn all about it in this episode.

Here’s some of what you’ll learn on this episode: 

• How we were first introduced to Charles and the innovative stuff he was doing.   (1:40)
• Why he keeps a big piece of his marketing in the digital space despite the world returning to normal post-pandemic. (7:51)
• How his marketing methods have evolved by working with Marvin Mitchell. (17:40)
• Why your team and your process matter for capturing leads. (30:32)
• Building a team and a larger practice versus working independently. (38:55) 

 

Learn more about Mike: https://www.rollovercompany.com/index.php 

Check out his masterclass: https://www.financialadvisormasterclass.com/optin1668175222861  

If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/

To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/