Supercharge Your Financial Advisory Practice:
A Comprehensive Digital Marketing Guide for
Attracting Clients On Autopilot In 2024

This 14 day webs series will give you step by step
answers to the top 10 marketing questions
Financial Advisors ask google most about
when growing an financial advisory business.

About The Show

We understand that when it comes to marketing, all advice is NOT made equal. Industry type matters. what may work in one industry for effective marketing results may not be as useful to another industry. This is especially true in the finance industry. That’s why we have created this web series specifically for financial advisors who are seeking to grow their practice, attract more consistent leads and successfully aquire more clients this year. 

Here’s Why Its Valuable

Based on our search engine research, we have compeilled a list of the most frequently asked marketing questions that financial advisors ask google every month when trying to grow their client database. Then we put together a list of top experts in each of these areas to provide you with a step by step strategy for getting the most effective results from your marketing efforts this year. 

Series starts Monday, August 12th 2024

Web series Trainer:

Kimberly Flowers, Senior Director, Product Management, ConnectTech

What You’ll Learn:

  • Day 1: We’ll Show You How to Generate More Qualified Leads For Your Advisory Business

    • Your Question: How can I generate more leads for my financial advisory business?
    • This Episode provides the most effective methods to generate more qualified consistent leads, and attract more High Networth Clients for your advisory Business in 2024
 
  • Day 2: We Show You The Best Marketing Strategies for Financial Advisors In 2024 

    • Your Question: What are the best marketing strategies for financial advisors?
    • This Episode Teaches You about creative marketing strategies tailored for financial advisors using content marketing, webinars, and building a strong referral network.
 
  • Day 3: We show you how to Leverage Social Media to Attract Clients Instead of chasing them.

    • Your Question: How should I be using social media to attract new clients?
    • This Episode Gives you The most effective tips on using LinkedIn, Facebook, and Twitter to engage potential clients and build your online presence effectively.
 
  • Day 4: CRM Systems and Their Importance in Marketing

    • Question: What is the importance of a CRM system in my marketing?
    • This Episode: will help you Understand How CRM systems organize your marketing efforts, track client interactions, and automate follow-ups to improve efficiency.
 
  • Day 5: Enhancing Your Online Presence with SEO

    • Your Question: How can I improve organic visibility for my financial advisory business online?
    • This Episode Provides The Absolute Best Techniques to optimize your website, create relevant content, and use keywords effectively to rank higher in search results.
 
  • Day 6: Email Marketing Best Practices

    • Question: What are the best practices for Promoting My services wth email?
    • This Episode shows you how to build a mailing list and create engaging email campaigns by learning segmentation, content creation, and performance measurement techniques.
 
  • Day 7: Getting Referrals from Existing Clients

    • Question: How can I get more referrals from existing clients?
    • This Episode Reveals The most effective strategies to encourage satisfied clients to refer your services, such as client appreciation events and incentivized referral programs.
 
  • Day 8: Creating Content That Attracts New Clients

    • Your Question: What types of content should I create to attract new clients?
    • This Episode explains what types of content resonate most with potential clients in the finance industry, including blogs, videos, infographics, and how to create helpful content across different channels.
 
  • Day 9: Measuring the ROI of Your Marketing Efforts

    • Your Question: How can I measure the ROI of my marketing efforts?
    • This Episode  Exposes secret tools and metrics use can use to evaluate the success of your marketing campaigns, ensuring they are cost-effective and lead to client acquisition.
 
  • Day 10: Deciding Between Hiring a Marketing Agency or DIY

    • Your Question: Should I hire a marketing agency or do it myself?
    • This Episode will weigh the pros and cons of outsourcing your marketing needs versus managing them in-house, and understanding the potential ROI.
 
  • Day 11: Hosting Webinars and Live Events

    • Question: How can I use webinars to attract new clients?
    • This Episode will show you how to host effective webinars and live events to generate leads and nurture client relationships that lead to client aquisition.
 
  • Day 12: Utilizing Podcasts for PR and Client Engagement

    • Question: How can I use podcasts to engage with potential clients?
    • This Episode showcases the benefits of podcasting for financial advisors and provides tips for starting your own podcast to increase client engagement client aquisition.
 
  • Day 13: Traditional Marketing Tactics That Still Work IN 2024

    • Question: Do traditional marketing tactics like direct mail and cold calling still work in 2024?
    • This Episode will Explore the effective use of direct mail and cold calling in today’s market, and show you how these tactics can complement your digital marketing efforts.
 
  • Day 14: Building Strategic Partnerships

    • Question: How can I build strategic partnerships to grow my business?
    • Summary: will show you how to form alliances that boost your business growth by identifying and collaborating with key partners in your industry.
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