Turn Strangers into Customers with
Marketing Automation
FPA ExclusivePresented by Advisor Websites
Presenters
Loic Jeanjean
VP Growth
Advisor Websites
T: 888-946-3188
Lester Tiro
Partnership Manager
Advisor Websites
T: 866-638-0273 x260
[email protected] | 888-946-3188
1. Know your ideal client
2. Choose the right tools
3. Convert your visitors
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“When it comes to business goals the majority of advisors want access to more opportunity, leads and referrals” - Investment News
What do advisors Want?
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Disruptive technology: a peek into the future
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Watson: artificial intelligence and [email protected] | 888-946-3188
It’s closer than you think...
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Despite all this technology many of us are missing the mark. There’s a fundamental lack
of trust
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Investors do not trust financial advisors
“There’s a disconnect between how the public perceives the role of a financial adviser and what we do.”
“We need to regain the trust and confidence of the public.”
Forbes: “Financial Advisers Get Little Respect”
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4 steps to get you on your way
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Know your ideal clientAnd create Buyer Personas
This will help you to:
1. Tailor your content2. Make it appealing3. Avoid attractive wrong clients
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Choose the right toolsTo attract the right client
Some tools/tactics to consider:
1. Blogging2. Social3. Email marketing4. Webinars5. Whitepapers...
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Convert your visitorsAnd leverage automation & integrations
Critical elements include:
1. Give first, ask later2. Develop a lead magnet3. Leverage landing pages4. Automate engagement
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Execute your planAnd track results
Elements to measure and track:
1. Traffic to lead ratio2. Lead to customer ratio3. Landing page conversion
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Thank you!
Connect with us to see how we can [email protected]
1-888-946-3188
[email protected] | 888-946-3188