You likely use a CRM (Client Relationship Management) system to keep track of your clients and prospects and improve your client relationships. But many advisors don’t realize they can harness their CRM and its data to improve their content marketing. In this week’s marketing tip video, we share what data within your CRM you can use to create more targeted content. After watching, vote in our poll below!

Segmenting your list and relying on personas helps you develop highly targeted content that will resonate with your ideal client base. Wondering what other ways a CRM can improve your content marketing? Check out Content Marketing Institute’s guide here on leveraging your CRM in your content marketing.


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