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Supercharge Marketing Strategies to Skyrocket Growth: Round 2

A strong marketing strategy is the cornerstone of any successful business plan.
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In this webinar, Director of Product & Enterprise Marketing, Elise Lambert and Senior SDR Manager at Wealthbox, Jenna Ghibaudy, share their marketing strategies for boosting your firm’s overall growth.

Short on time or just want the main points?

Here is your summary to skip ahead or scan through below.

  1. The Importance of Your Online Presence [14:36]
  2. The Power of Using Social Media and Blogs [17:48]
  3. Utilizing Email Automation and Campaigns [23:47]
  4. Engaging Your Audience With Webinars and Virtual Workshops [30:25]
The Importance of Your Online Presence [14:36]

The Importance of Your Online Presence [14:36]

  • Your online presence matters more than ever.
  • 93% of online experiences begin with a search engine.
  • Leads from search engines have a 14.6% close rate, while outbound leads have a 1.7% close rate.
  • Advisors who get 6-10 or 11+ clients per year have a calendar link on their website.


The Power of Using Social Media and Blogs [17:48]

The Power of Using Social Media and Blogs [17:48]

  • Having strong blogs on your website is great for boosting your SEO (Search Engine Optimization).
  • When writing blogs, use a strong title that asks a question.
  • Use headers with strong keywords to break up the sections and make it scannable.
  • Include eye-catching imagery and graphics.
  • Go in-depth on one particular topic.
  • Link to at least two other pages and posts.


Utilizing Email Automation and Campaigns [23:47]

Utilizing Email Automation and Campaigns [23:47]

  • Drip email marketing: 1- Collect prospect emails on your site. 2-Email them over time with valuable, timely and helpful content.
  • Growing your email list: Partner with COIs.
  • Grow using social media: 1-Share posts that focus on the BENEFIT someone will get from joining 2- Share direct invites through Linkedin while targeting your audience 3- Set up LinkedIn event page.
  • Encourage clients to share the email invite with others.


Engaging Your Audience With Webinars and Virtual Workshops [30:25]

Engaging Your Audience With Webinars and Virtual Workshops [30:25]

  • Events are one of the highest-converting marketing tactics.
  • Even though webinars are incredibly powerful, only 23% of advisors are using them. (according to an FMG/Wealth Management study)
  • The best topic is one that your audience is most interested in and aligns with your business goals.
  • Create once and repurpose multiple times: 1- Allow people to watch “on demand” 2- Create clips for social media 3- Put replay on Youtube (SEO)
  • Answer questions your clients and prospects have: 1- Allows people to get to know you 2- Video + slides or video only or slides only 3- Tools like Zoom make it easy
  • Bring on other experts to expand your reach: 1- Ask guests to invite their list as well 2- Make it easy for guests to share with their network after


Supplemental Resources:

The slides can be found here

Transcript

Transcript

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