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Session Description:
Join this session for the best marketing ideas and insights from the leading professional marketing consultants and service providers in the advice community.
Every successful marketing strategy must combine the following:
Know your audience
Know your goal
Know the conversions your audience must take to achieve your goal
Sign up as a Savvy Advisor and download a copy of our book "The Financial Advisor's Digital Marketing Manual" to learn more.
Client Journey
The Client Journey is what we call the steps it takes for someone to go from "stranger" to "advocate".
Download the worksheet we use with our clients to write out your own client journey.
Advertising
Think beyond demographics and really target your ideal client... what do they like? what are they interested in? do they share careers or employers? are most of them parents?
Read our book about building a marketing campaign, and download our cheat sheet on how much you should spend.
Narrowing the Search
Focusing your outreach on a targeted audience rather than broad reach is more effective because it leads to meaningful engagement and conversions. Vanity metrics like follower counts don’t always reflect true business impact; reaching the right people, even if fewer, drives real results and stronger connections.
Sign up (for free) on our website and get access to all of our downloadables.
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