Funnel vs. Flywheel: Changing Your Perspective on Advisor Marketing

In this week’s episode, we welcome Kelly Forst, Seeds’ new Director of Marketing, as she joins Kelsey McKenna to break down what the traditional funnel model lacks and why thinking linearly could be a detriment to your long-term growth.

Here’s what you’ll learn:

• Funnel vs. Flywheel: Why shifting to a client-first, momentum-building model leads to better retention & referrals.
• Stage-Specific Strategies: Kelsey and Kelly share their top marketing ideas for each phase of the flywheel.
• Mastering the ‘Delight’ Phase: Why post-sale engagement is the secret weapon for long-term loyalty and advocacy.

Hear how you can shift your marketing mindset from a funnel to a flywheel to drive sustainable, organic growth.

Thanks for watching!