Advisors lean on a variety of digital marketing strategies to attract clients. One popular strategy used by advisors is email marketing. And to achieve great results when building prospect lists that ultimately convert into clients, advisors must build a thoughtful email marketing funnel that accounts for list-building, list-engagement, and list-conversion.
In this Office Hours, join Taylor Schulte, founder of Define Financial and co-founder of The AGC Community, along with Chief Financial Planning Nerd Michael Kitces, as they conduct an “email marketing funnel makeover” of 2 advisory firms, who will share the email marketing funnels for their advisory firms, and receive real-time feedback on their strategy to gain an understanding of what provides the greatest ROI (or not!) when it comes to email marketing funnels.
At this webinar, advisors will learn:
- How to build a marketing list using lead magnets and CTAs
- What content can be sent to lists, and how to create that content
- How to convert a leads list into prospects through various action prompts
