Building a marketing presence is essential to the success of an advisory practice. Gone are the days of dinner seminars and cold calling. Today, marketing success requires not just understanding but mastering digital technology – disciplines like search engine optimization, social media, and text messaging. To make that challenge more daunting, it must be done at scale and continually adapt to new technology. My guest today is one of the foremost experts on advisor marketing, and he will discuss the latest trends he is seeing.
What are other advisers experiencing in their marketing?
In 2021, what kinds of approaches, channels, and topics get attention, generate new client opportunities, and deepen relationships?
The analysis of 38,607 marketing campaigns (32.7 million data points overall), reveals patterns on:
Join Robert Sofia, CEO of Snappy Kraken, as he walks through the findings from the 35-page 2021 State of Digital Marketing: Financial Adviser Online Marketing Report and Benchmarking Study.
Following the presentation, registrants will receive a PDF copy of the study.
Are you committed to using digital marketing to grow your practice in 2021? What’s the ideal path to convert a prospect into a client? If you don’t have a crystal clear strategy to convert prospects into clients, chances are you’ll end up spending more money, energy, and time than you ever should. Worse yet, you may end up “striking out” on developing new client relationships with rich opportunities. The good news? You can 5x your return on marketing spend by following a simple, proven strategy. It’s exactly what the top 25% of advisers are doing right now to move prospects from “cold to gold” - quickly.
The pandemic has driven home the importance of having the latest technology to communicate and thrive in today’s world. Advisors large and small have incredible tech choices that can help them quickly and effectively gain insight on clients and prospects as well as provide them with a host of valuable services. Hear from leading advisor tech providers on the latest tools that every advisor should consider if they want a competitive advantage while building a business for the future.
