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By Elizabeth Ritger Webinars

Webinar Replay: How One Advisor Used Digital Marketing to Get 90% of His Clients

2 minute read
Webinar Replay: How One Advisor Used Digital Marketing to Get 90% of His Clients Featured Image

How One Advisor Used Digital Marketing to Get 90% of His Clients


Digital marketing has become increasingly important for all industries and financial services is certainly no exception. With so much information out there about email marketing, social media, blogging and search engines, it can be difficult and overwhelming to try to navigate through it all. However, there’s plenty of real advisors out there who have figured out the best tricks and are having a lot of success. We wanted to give you a first hand look at exactly what one of your fellow advisors is doing to implement digital marketing practices that have taken his client base to the next level.

In this webinar, Twenty Over Ten‘s Samantha Russell and Dan Johnson from Forward Thinking Wealth Management talk about tools and tricks to obtaining more clients for your firm through digital marketing efforts. They’ll introduce you to their top five digital marketing best practices including email marketing, blogging, social media, calls to action and SEO. Click below to watch the replay or download the slides here.

Timestamps of content offered in the webinar

00:00 – Webinar Overview & Introduction of presenters Samantha Russell, Dan Johnson and Amanda Larson
07:52 – Email Marketing
16:46 – Blogging
34:30 – SEO
45:05 – Gated Content and Calls to Action
52:03 – Social Media Strategy
56:40 – Dan’s Final Tips and Tech Recommendations

Links to Dan’s recommended tech tools: Mailchimp, Calendly, Twenty Over Ten, Nikon Camera, Loom, Wealthbox, Buffer, and G-Suite (Slides, Analytics, Seach Console and My Business)

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).

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