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
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
24:34 Call Scheduler: 24/7 Access to Talk/Inquire
34:06 Call to Action
41:30 Bonus Tools and Wrap-Up
44:30 Implementing Tools and Systems into Your Website
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