5 Lead Nurture Tips for Financial Advisors
In today’s competitive financial services landscape, simply generating leads is not enough to sustain a thriving financial planning practice. While… Read More
Webinar Replay: Set Your Marketing Campaigns to Autopilot
• eMoney Communications Team • March 20, 2020
Updated on: December 8, 2023
Imagine a marketing platform that does the work of generating leads for you. Imagine spending just minutes selecting impactful content, and letting your powerful marketing engine contact your clients and prospects throughout the weeks and months to follow.
With the release of automated campaigns to the eMoney Marketing Solution, you don’t have to imagine!
Watch the webinar below to hear from Valerie Rivera, Senior Product Marketing Manager at eMoney, as she shares an inside look at how you can automate reoccurring tasks to attract new business, nurture leads, and optimize productivity.
If you’re interested in learning more about the eMoney Marketing Solution and the automated campaign functionality, click here to schedule a demo.
You may also be interested in...
Using Data to Gain Client Mindshare
Mindshare is a marketing term that refers to the level of consumer awareness associated with a product or brand. In… Read More
How to Write a Strong Financial Advisor Bio
Clients today are looking for financial advisors who have expertise and experience, but they are also looking for someone who… Read More
eBook: The New Advisor Value Proposition
Download our latest eBook and learn how top advisors are combining Fintech and FinPsych for superior client outcomes.
Download Now