If you’re looking to grow your business, your strategy should include a focus on some core areas\u2014your client experience, building a digital presence, engaging your audience online, and implementing technology tools to help you scale those efforts.<\/p>\r\n\r\n\r\n\r\n
The client experience is probably one of the most talked about topics in the industry. With more competition, advisors\u00a0are rethinking their client experience to help set\u00a0themselves\u00a0apart.1\u00a0<\/sup>A Client Portal is an important piece of the client experience but in today’s\u00a0high-touch, fast-paced\u00a0environment it means more than that. To truly differentiate yourself, you need to\u00a0make clients feel special and valued, and exceed their expectations at every touchpoint.<\/p>\r\n\r\n\r\n\r\n The client experience actually starts well before you might think. It starts when prospects search for information online about financial advice or a financial advisor and then encounter your digital presence. If your website is dated, social media profiles are non-existent, and you’re not engaging prospects with content marketing methods, it’s probably time to reevaluate your client experience. Advisors need to make themselves visible and find ways to connect with their audience online.\u00a0<\/p>\r\n\r\n\r\n\r\n While\u00a065 percent\u00a0of advisors seek to use marketing to expand their brand and digital presence, more than\u00a050 percent\u00a0admit time, resources, and creating and sourcing content are a challenge.2 <\/sup>After all, many advisors don’t have a marketing team to lean on and are left to execute marketing efforts on their own. Financial advisors juggle client meetings, building financial plans, and more so it’s no surprise that creating a digital presence, engaging prospects with relevant content, and trying to increase conversion rates can quickly become a lower priority.<\/p>\r\n\r\n\r\n\r\n Advisors and firms are realizing the benefits of marketing automation technology and are investing in the tools to help them improve their client experience and scale their efforts. Almost\u00a030 percent\u00a0of firms are now using digital marketing technology.\u00a050 percent\u00a0of those currently using digital marketing technology tools planned to increase their spending.\u00a04<\/sup><\/p>\r\n\r\n\r\n\r\n If you want to learn how you can build your digital presence, generate new business, and deliver a superior client experience with marketing technology\u2014specifically marketing automation\u2014watch our\u00a0webinar, “Set Your Marketing Campaigns to Autopilot”, below.<\/p>\r\n You’ll learn about the different types of marketing software so you know what to look for when deciding on an automation tool, as well as the steps for creating an automated marketing campaign to generate new business. You’ll also get a sneak peak of Automated Campaigns in the eMoney Marketing Solution, where users will now be able to launch targeted content campaigns to generate and nurture leads in just a few clicks.<\/p>\r\n <\/p>\r\nFinancial Advisor Marketing at Scale<\/h3>\r\n\r\n\r\n\r\n
Use Marketing Automation Software to Grow Your Advisory Business<\/h3>\r\n\r\n\r\n\r\n