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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.

Here is a preview of the 6 day course:

  • Day 1: Exposure
  • Day 2: Discovery
  • Day 3: Consideration
  • Day 4: Conversion
  • Day 5: Client Relationship
  • Day 6: Retention

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


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