As a busy financial advisor and business owner, we know it can get hard to juggle all that goes into digital marketing. On top of that, the number of tools and tactics you can use for your digital marketing strategy can get super overwhelming. In this webinar replay, we’ll go over how the most successful advisors are using their time wisely to market their firm.
Want to know how your website, social media, blog, and email campaigns can convert the most leads? Watch our webinar replay to find out! And if you don’t have time to check out the whole video, check out the slide deck at the very bottom.
0:44 – Agenda
2:01 – Preliminary surveys
5:00 – What advisors are doing for marketing at a bare minimum
10:08 – Characteristics of websites that never get leads
11:11 – Characteristics of websites that get 6 or more clients per year
21:20 – Overview of social media (scheduling, content, tools)
23:42 – Audiences of each social media platform
27:15 – How advisors can see the most success on social media
33:34 – Overview of blogging and examples
36:15 – How often should you blog?
39:15 – How advisors can see the most success through blogging
42:35 – Overview of email marketing
46:23 – Resources and tools for email marketing
47:23 – Overview of case studies and interviews with advisory firms
51:22 – Introduction of Market Assist
53:10 – Closing remarks and questions, contact information for CMO Samantha Russell
Struggling With What Content to Share on Social Media or via Email?
We are offering access to our content for advisors to use via Lead Pilot for 7-days completely free (even on our month to month plans).