Awareness to Conversion: Marketing Essentials for Financial Advisors

Posted on August 29, 2022

Do you know the best way for your business to connect with potential clients? Should you focus on email marketing? Social media? Digital ads?

And your marketing efforts don’t stop once you pick a medium – you need to generate engaging copy, get it in front of potential leads and, once you connect, convert those leads into clients.

It can be a lot to handle, especially when you’re already focused on serving existing clients, managing your stakeholders and running your business.

Learn how you can jump-start your marketing efforts and build a lead-generation strategy that fits your firm by watching our on-demand webinar “Awareness to Conversion: Marketing Essentials for Financial Advisors.” Carson’s Cameron Carlow, Vice President of Advisor Marketing, and Samantha Allen, Vice President of Digital Marketing, take you step-by-step through developing a marketing plan for your firm. They cover:

What to include and what to avoid in your marketing plan
• How to produce content that connects with prospects
• How to deliver your message to potential clients
• How to turn prospects into clients
• And more!