The Ultimate Essential
Digital Marketing Guide
for Registered Investment Advisors & Financial Planners
The Ultimate Essential Digital Marketing Guide for CFP® Pros and other financial planners includes:
- Access to all of our on-demand trainings
- Elements of a good Financial Planner website
- How to make a great lead magnet
- How to make a funnel with that lead magnet
- What you want on your landing page
- What you need to know for SEO
Our guide breaks down digital marketing in plain language so it is easy to create an enticing and professional experience for your prospects and clients.
When you have a healthy and robust client acquisition engine you have a system that leverages your time that naturally.
An effective acquisition process creates awareness with new prospects at the right time in their lives. It supports and nurtures your current prospects and clients while outlining the transformation you provide.
The four different areas of SEO.
SEO can be the cheapest and most effective way to acquire new clients
Leverage Email marketing.
It is the most effective way to nurture interested prospects
Setup all your business profiles.
Many prospects will first search for advisors in their area.
Identify the right lead magnet.
Design your funnels and content to attract your ideal client
We created this guide to support busy financial professionals.
When you open the guide you will find detailed instructions and explanations for 9 different areas that you should include in your marketing plan.
- How to use email marketing to engage your clients and prospects
- How to claim your Google Business and other listings
- How to setup Facebook
- Getting started with purchasing ads and boosting posts
Download the guide today
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Portland, OR 97213