Email remains one of the most effective marketing channels when executed correctly. It takes consistency, relevancy, and engaging visuals. For advisors, RIAs, or anyone else entrusted with managing someone's life savings, effective emails also require personal updates. Who is the human behind the numbers?
For many financial advisors, a comprehensive content plan isn't something they are willing to invest in just yet. That's why we've created a low-cost, high-impact email service. You may not generate massive brand awareness with a monthly email, but you will see an increase in engagement from your clients and COIs. We've never encountered a client who hasn't experienced this. If you're looking to dip your toes in "Done For You" marketing, this is the plan for you!
We'll create a brand guide and email template during your first month.
Every month following, you'll receive an email with a link to a form to pick your topics and upload your personal photos.
Monthly
12 Mos Subscription
Smart advisors know podcasting is one of the best ways take your firm from service provider to trusted ally. Savvy advisors know it’s not enough to hit “record”-- you have to make sure your audience sees your podcast and is excited to press play.
Scale your success without increasing your workload by learning how to promote your podcast like a pro.
Learn how to build relationships with your target audience through a strong online presence.
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