Market your value, so you can help more people talk about money.

Best Practices for Converting Planning Clients

Understanding how your clients and prospective clients make decisions is critical for the success of your marketing plan to drive business growth.

Enroll in this 6-day email course to help you see how the digital marketing funnel works across the entire buying journey, from exposure through retention. Each day will focus on a different stage and will include practical and effective tips for financial professionals to deliver more plans to more clients, supercharging your business growth.

It’s time to take action on your marketing plan. Enroll today.

SIGN UP FOR THE COURSE

COURSE OVERVIEW

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DAY 1

EXPOSURE

Take a multi-channel approach to your inbound marketing: organic search, social media, blog content, community forums, press, referral links, email, and word-of-mouth. Integrate digital advertising channels to target your ideal customer: search, display, affiliate, video, and social media.

 

 

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DAY 2

DISCOVERY

Once prospects find your website, the key is to keep them there and coming back for more. Serve your visitors meaningful and personalized content to entice them to sign up for your blog or newsletter.

 

 

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DAY 3

CONSIDERATION

Provide consumers with the information they need to make an educated decision. Be transparent about your services and pricing.

 

 

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DAY 4

CONVERSION

Simplify the conversion process. What critical information do you need to secure a meeting with a prospect? How can you use the info you collect to structure that meeting in a way that effectively engages and builds trust with that prospect?

 

 

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DAY 5

CUSTOMER RELATIONSHIP

Provide clients with an exceptional experience. Use personalized, targeted, and timely communications to keep clients engaged.

 

 

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DAY 6

RETENTION

If your clients are happy, they are more likely to stay and refer you to friends, family, and colleagues.

 

 

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