The Bliss Business Podcast

Marketing and Sales Feedback Loop with Ash Maher of Falcon Wealth Planning

Watch Ash Maher of Falcon Wealth Planning explain his marketing and sales feedback loop and how it lifted conversion to 14% against an 8% to 9% industry norm.


A marketing and sales feedback loop is the habit behind Falcon Wealth Planning's 14% conversion rate, and Ash Maher, its Chief Marketing Officer, walks through how it works.

In this Marketing With Purpose Kit conversation, Ash sits down with host Mike Liwski to talk about leading a marketing team with purpose and empathy through a difficult market.

Watch for:
• How marketing and the business development team trade objections and data so collateral and cadence keep improving
• Why Ash puts Falcon's conversion at 14% against an industry standard of 8% or 9% on shared leads
• What changed in Falcon's message when tariffs kept people out of the market
• Why he chose care over toughness when his team was under pressure
• Why he calls marketing an investment, not a slot machine

Prefer to listen? Listen to the full episode: https://www.theblisspodcast.com/marketing-with-purpose-kit-bringing-purpose-and-empathy-into-marketing/

Ash Maher on the Bliss guest page: https://www.theblisspodcast.com/guests/ash-maher-2/

Learn more about Falcon Wealth Planning: https://www.falconwealthplanning.com/