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The Profitable Advisor Podcast

Every month, million dollar fee-based financial advisor Dan Cuprill shares ideas and strategies on how build profit-driven planning practices. For more information, visit

Jul 2, 2020

Successful marketing results in a lot of leads but what good are they if you don’t follow up?

That’s a place where advisors often fall short due to lack of time or lack of expertise. What if you could find a system that costs a fraction of what hiring a marketing person would run you while automating much of the process?

That’s what we want to talk about today on the podcast. We’ve brought on Dan’s digital Swiss Army knife Steve Sharp to talk about the ultimate lead nurture system for financial advisors. Steve designed and manages Dan’s websites and also assists with digital marketing.

Today we’ll introduce you to Marvelous Conversions. The goal isn’t to pitch you this product but rather explain how it works. We’ll take you through each step of the process and tell you how leads get followed up immediate with multiple forms of communication. It doesn’t matter what day of the week or what time of day it is, the system will make sure that you are missing any potential business.

Not only is following up important, but how quickly you’re doing it will likely determine whether or not you’ll be able to convert a lead. It needs to happen within five minutes or you’ve already lost the attention of that lead.

Check out the episode and learn more about what we’re doing. If there’s something you want to know more about, get in touch with us or Steve. You can find him at

For more on this topic and other strategies to growing your business, join us over at


Today's show schedule: 

2:04 – Today we’re talking with Steve Sharp.

4:05 – There’s so much I don’t know about digital, which is where Steve has been a huge asset.

4:45 – Follow-up is where many advisors fall short.

7:00 – Let’s explain the strategy and concept of how Marvelous Conversions works.

7:23 – How are people finding out that it exists?

8:52 – Running out of inventory when marketing.

10:19 – When they find the ad, where does it take them?

11:04 – Automation to helps manage the leads.

14:30 – The cool part - what happens after they enter all their info, how they’re contacted.

19:55 – You can also set it up to continue contacting leads.

21:46 – Here’s what we found when we tested it.

23:26 – At what point should an advisor reach out directly to the leads?

27:02 – All this can be done at a fraction of the cost of hiring a marketing director.

28:06 – Steve works closely with advisors to find solutions that work.

30:14 – If you want to learn more about Marvelous Conversions, here’s what you can do.