The Six Things I Wish Someone Told Me About Marketing Automation

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Imagine never having to do your least favorite chore!

Marketing automation goes a long way. Automating your emails, social media and content creation saves a lot of time and effort.

But it should never be a replacement for personalized messaging. Instead, implement automation once you know where your clients and audience like to spend their time. This way your messages are accurate and relevant.

With that in mind, I’m sharing six things every financial advisor should automate in their marketing.

  1. Content creation

Creating content is a very time-consuming task, but that doesn’t mean you should create less content.

Instead, customizable content will let you stay up to date on your posting schedule while saving you time in the creation process.