Join Us on Wed, June 17 @ 2:00pm EST
Marketing Mentors Live: Get Found, Get Trusted, Get Referrals
A Marketing System for Agents & Advisors
In the age of AI, healthcare agents and financial advisors are at risk of falling behind if their marketing doesn’t keep up.
Fortunately, modernizing your marketing doesn’t have to be confusing, complicated, or overwhelming. That’s why we’re excited to introduce to you the “Marketing Loop,” a new approach to marketing that accounts for how consumers make buying decisions today.
Whether you’re relying on outdated logic, struggling to stand out, or unsure how AI fits into your marketing, this training gives you a simple, repeatable roadmap you can use immediately.
In the age of AI, healthcare agents and financial advisors are at risk of falling behind if their marketing doesn’t keep up.
Fortunately, modernizing your marketing doesn’t have to be confusing, complicated, or overwhelming. That’s why we’re excited to introduce to you the “Marketing Loop,” a new approach to marketing that accounts for how consumers make buying decisions today.
Whether you’re relying on outdated logic, struggling to stand out, or unsure how AI fits into your marketing, this training gives you a simple, repeatable roadmap you can use immediately.
What You’ll Discover:
Speakers
Why traditional funnels no longer reflect modern consumer behavior — and what works now
The Marketing Loop: a modern, AI‑ready model that adapts to today's marketing landscape
How to use AI tools to save time, personalize outreach, and strengthen client relationships
Simple first steps to build your own loop, even if you’re busy or starting from scratch
JoAnna Barker
Senior VP, Digital Marketing
David Belleville
Director of Marketing Strategy
What You’ll Discover:
Why traditional funnels no longer reflect modern consumer behavior — and what works now
The Marketing Loop: a modern, AI‑ready model that adapts to today's marketing landscape
How to use AI tools to save time, personalize outreach, and strengthen client relationships
Simple first steps to build your own loop, even if you’re busy or starting from scratch
Speakers
JoAnna Barker
Senior VP, Digital Marketing
David Belleville
Director of Marketing Strategy
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