Today, I am joined by Andrew Sumitani from Poseidon to unpack why traditional marketing funnels often fail in the wealth management space. Listen in as they discuss shifting your mindset from selling to helping and the power of building long-term trust before life events happen.

In this episode:

🔸 Discover why traditional marketing funnels fail in wealth management

🔸 Learn how market appreciation drove past industry revenue growth

🔸 Find out why building trust takes significant time beforehand

🔸 Explore the vital difference between capturing and generating demand

🔸 Understand why commenting on social media builds audiences faster

🔸 Master connecting with ideal prospects without sending immediate pitches

🔸 Track relationship creation rates instead of lagging revenue metrics

Thank you for tuning into this insightful conversation on organic firm growth and marketing. And especially thank you to Andrew Sumitani for joining me, make sure to connect with him on LinkedIN!

Connect with Andrew:

• LinkedIn: https://www.linkedin.com/in/andrewsumitani/

About the Model FA Podcast

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no "gotchas" or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.

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Our Team:

President of Model FA, David DeCelle

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