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Best Practices Blog

Webcast on January 16, 2020 to Reveal Advisor Marketing Trends and What Motivates Current and Prospective Clients to Take Action

1/12/2020

 
Financial advisors who want to understand the changes they will need to make to be a more effective marketer in 2020 will want to attend this webinar and learn:

The Latest Advisor Marketing Trends Revealed in New Study: Over 9.3 Million Data Points Analyzed Prove What Motivates Prospects and Clients to Take Action

This is the most comprehensive report and data analysis ever conducted on advisor-specific digital marketing, and the results set benchmark standards for the 2020 marketing landscape.

For the first time ever, we will be seeing the scientific findings and objective data analysis mined from 14,229 marketing campaigns deployed by financial advisors in 2019.
KEY INSIGHTS:

  • What types of content and subject matter attract the most prospects and clients (and insights into why). TEASER: It’s not the direct approach that most advisors are using.

  • Which online traffic sources produce the strongest results, and how you can maximize your ROI with minimal spend.

  • What you should expect from your marketing efforts based on analytical marketing performance benchmarks to help you move the needle, fast.

You’ll also discover the 4 key metrics that the top 25% of financial advisors are focusing on to experience higher returns from their digital marketing efforts, and the simple (but highly effective) tactics they use across all their marketing channels to expand their reach and generate measurable results. 

The results of this report set the precedents and benchmarks for the adviser-specific digital marketing landscape in 2020.

You can be one of the first financial advisors to see these results AND receive a free copy of this 31-page report: State of Digital Marketing Financial Adviser Online Marketing Report and Benchmarking Study.

Robert Sofia, CEO of Snappy Kraken, is presenting the results and key findings during a special LIVE Broadcast on January 16th at 4pm ET / 1pm PT, and you’re invited to join.

I'm excited about the webcast and will be live tweeting the virtual event. But you will want your own recording and free report so be sure to register in advance. Better yet, be there live this Thursday and join the Twitter chorus -- use #SnappyKraken to view the live Twitter chat and/or to add your thoughts to it.


Save your seat and get your free copy of the new 31-page report>>
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    About
    This Blog

    Welcome to the “Best Practices in the Financial Services Industry” blog, where you will find ideas and tips from Marie Swift, a nationally-recognized marketing communications consultant who's worked with some of the top financial services and financial advisory firms in the nation over the course of her career. The "Swift Chat" series. which is available in both a video and a podcast format, is co-hosted by Impact Communications Vice President Jonny Swift, who selects his own guests and brings a Millennial perspective to the show. This blog spotlights financial services firms and allied institutions that the Swifts deem as adopting "Best Practices" in the industry. You will find numerous posts with tools and ideas aimed at helping independent financial advisors communicate better, scale, and grow.

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  • Home
  • About
    • Our Team
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    • Unique Approach
    • Out and About
    • VIdeos
    • Recognition
    • Join Our Team
  • Advisors
    • Marketing & PR >
      • Media Placements
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      • Logo Gallery
      • Office Signage
      • Brochures and Campaigns
      • Websites >
        • Website Case Study
    • Advisor Coaching
    • How We Work
  • Institutions
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    • Public Relations >
      • Media Placements
      • Examples of Impact Communications news releases
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      • Case Study: Website Makeover
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      • Speaking Appearences
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