Supercharge Marketing Strategies to Skyrocket Growth: Round 2

June 18, 2024, 11:00 am

A strong marketing strategy is the cornerstone of any successful business plan.

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.
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


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