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1
First Name
Last Name
Samantha Russell
2
Chief Marketing & Business
Development Officer
Twenty Over Ten
@SamanthaTwenty
Samanthacrussell
https://leadpilot.io
https://twentyoverten.com
First Name
Last Name
Josh Null, President
3
Gulf Coast Advisors
@joshbnull
joshnull
gulfcoastfinancialadvisors
@gulfcoastfinancialadvisors
https://spoti.fi/2G0fFhV
https://bit.ly/2S9bEu9
https://gulfcoastfa.com/
2019
● Left BD in large
part due to
restrictions in
marketing, got
Series 65, joined
regional BD
2018
● Joined mutual
company
2015
● First prospect
found Josh
through a
Facebook group
2012
● First 5 years old
school selling -
cold calling,
outbound, etc.
2009
Josh’s Story
● Dropped Series
7 and Series 63,
went fee-only,
created Twenty
Over Ten
website
First Name
Last Name
5
󾠮 Based in Mobile, AL but from MO -
grew with no natural market
󾠯 After going independent, created
Twenty Over Ten website, had creative
marketing freedom, saw an
immediate change in search engine
results and meetings booked.
First Name
Last Name
6
󾠰 Content Strategy =
Video
Podcast
Blogging
Social Media
󾠱 Niche = Entrepreneurs & Small
business owners
󾠲 Blended revenue structure, offers
life insurance
First Name
Last Name
7
Questions
󾠮 How often do you create video
and release podcasts?
󾠯 Which platforms do you get the
most engagement on?
󾠰 How often do you post on social
media?
󾠱 How many staff members?
First Name
Last Name
8
Takeaways
󾠮 Outbound VS. Inbound
󾠯 Drastic change in WHO business
attracts/quality of prospects
󾠰 Change in how Josh spends his
time
󾠱 Best advice for getting started?
Get In Touch
11
Leadpilot.io or Twentyoverten.com
Marketing@twentyoverten.com
(855) 360-1732

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The New Growth Model for Financial Advisors: A Conversation With Josh Null

  • 1. 1
  • 2. First Name Last Name Samantha Russell 2 Chief Marketing & Business Development Officer Twenty Over Ten @SamanthaTwenty Samanthacrussell https://leadpilot.io https://twentyoverten.com
  • 3. First Name Last Name Josh Null, President 3 Gulf Coast Advisors @joshbnull joshnull gulfcoastfinancialadvisors @gulfcoastfinancialadvisors https://spoti.fi/2G0fFhV https://bit.ly/2S9bEu9 https://gulfcoastfa.com/
  • 4. 2019 ● Left BD in large part due to restrictions in marketing, got Series 65, joined regional BD 2018 ● Joined mutual company 2015 ● First prospect found Josh through a Facebook group 2012 ● First 5 years old school selling - cold calling, outbound, etc. 2009 Josh’s Story ● Dropped Series 7 and Series 63, went fee-only, created Twenty Over Ten website
  • 5. First Name Last Name 5 󾠮 Based in Mobile, AL but from MO - grew with no natural market 󾠯 After going independent, created Twenty Over Ten website, had creative marketing freedom, saw an immediate change in search engine results and meetings booked.
  • 6. First Name Last Name 6 󾠰 Content Strategy = Video Podcast Blogging Social Media 󾠱 Niche = Entrepreneurs & Small business owners 󾠲 Blended revenue structure, offers life insurance
  • 7. First Name Last Name 7 Questions 󾠮 How often do you create video and release podcasts? 󾠯 Which platforms do you get the most engagement on? 󾠰 How often do you post on social media? 󾠱 How many staff members?
  • 8. First Name Last Name 8 Takeaways 󾠮 Outbound VS. Inbound 󾠯 Drastic change in WHO business attracts/quality of prospects 󾠰 Change in how Josh spends his time 󾠱 Best advice for getting started?
  • 9.
  • 10.
  • 11. Get In Touch 11 Leadpilot.io or Twentyoverten.com Marketing@twentyoverten.com (855) 360-1732