Small Business Big Deal Podcast19 Jun 2020

Ep 5: Marketing Strategy and Lessons in Finance with Matt Nelson

On this episode, we talk with Matt Nelson, CEO of Income for Life, about his retirement planning business. We'll devote a lot of the conversation to marketing, which is a key component to survival in that industry. Learn what's worked, what hasn't, and why he uses the ESPN mentality for growing his client base. And of course we'll talk successes, failures, and lessons learned.

Show notes & additional resources: https://kansasbiztalk.com/podcast/ep-5-marketing-strategy-and-lessons-in-finance-with-matt-nelson/1135/

About our guest: https://www.incomeforlife.org/

Today's show schedule:

2:42 – Welcome in Matt Nelson from Income for Life.

3:54 – What led Matt to this profession?

5:53 – What do you wish you then that you know now?

8:09 – Describe that first week of business for you and how that went.

10:18 – 95% of our marketing efforts are digital so COVID impacted us a little differently.

13:53 – How did you generate new busines back then vs today.

17:51 – Do you spend more money on branding or direct response marketing?

20:18 – Who is your target customer?

22:23 – Using the ESPN marketing mentality

25:39 – Have you ever turned down a client?

26:58 – Why delegating tasks and authority was a big shift.

29:52 – How do you create the work-life balance for your business?

32:55 – How has failure helped you learn?

38:04 – The best compliment you've ever received from a customer.

39:00 – The 3 C's of retirement.

43:27 – The best way to get in touch with Matt and his team

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