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By Elizabeth Ritger Webinars

Webinar Replay: Make Your Website a Workhorse

2 minute read

Make Your Website a Workhorse: How to Set up Technology to Work for You

Your website is the hub for all of your marketing efforts. But are you leveraging it in all the ways you can? Jennifer Goldman, founder of My Virtual COO, covers the ancillary tech tools financial advisors should have integrated into their websites to effectively and efficiently start and run their financial planning business.

Using different systems and platforms such as CRMs, consumer portals and Google Analytics can be just what you need to get the most out of your website and lighten your workload. During this webinar, Jennifer gives you her best tips for spending less time and energy on your website while still attracting and retaining clients.

Timestamps of Content Offered in the Webinar

0:00 Introduction to Jennifer and My Virtual COO

4:01 Key Elements to Reduce the Work

5:38 Web to Lead

12:42 Consumer Portal

14:21 Online Viewing Analytics

15:29 Social Media Feed

20:40 Video

24:34 Call Scheduler: 24/7 Access to Talk/Inquire

34:06 Call to Action

37:44 Q&A

41:30 Bonus Tools and Wrap-Up

44:30 Implementing Tools and Systems into Your Website

tech tools for financial advisors

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Other Marketing Webinars: How to Grow Sales With Video Marketing, SEO for Financial Advisors and Google Analytics for Financial Advisors