Why Financial Advisors Should Embrace Digital Marketing

Are you a financial advisor with a good story to tell? Do you blast emails to clients and prospects, with limited results? If so, you may be interested in our upcoming webinar designed to help you understand how digital marketing can help you grow your practice . You will learn how marketing automation is different (and better) than blast emails – and why many advisors prefer it.Advisors say it’s like email marketing on steroids.

Attend our webinar and you will discover the following:

  • How tracking leads and taking action can drive more clients and assets.
  • Understand why open and click rates are considered vanity metrics and which metrics to use instead.
  • Learn who are your most engaged prospects.
  • Analyze the digital engagement of specific prospects prior to a phone call.
  • Determine who visited your website in real time.
  • Discover how behavior based emails can successfully move prospects through your digital sales funnel.
  • Predict when specific clients may be looking for another advisor and specific prospects may be ready to buy.
  • The webinar will be held on Tuesday, January 28th at 11am ET.

Related: Will 2020 be the Year Asset Managers Finally Catch the Technology Wave?