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    Katie Godbout

    Building a High-Quality Email Distribution List for Your Financial Planning Practice

    Acquiring email leads as a financial advisor isn’t a quick, easy process. It takes patience, hard work, and the right strategy. There are many different ways to increase lead generation for your financial planning practice, such as email marketing, gated content, in-person networking, newsletters, inbound marketing, referrals, social media, and more. A quality email marketing list can make or break your financial planning practice, but it’s not all about the numbers — think quality over quantity. Getting your information in front of the right people is vital. Sending unwanted emails to the wrong people wastes valuable time and resources, and it won’t help grow your practice. Not sure how to get started? Here are some helpful ways to create and grow an email distribution list for your financial advising practice.
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    Katie Godbout

    Generating Leads as a Financial Advisor Starts with an Optimized Website

    Approximately 70-80% of consumers will research a company online before making a purchase or utilizing its services. 
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    Marketing

    FinPlan Friday: Generating Leads, Capturing Contact Info, and Growing Your Retirement Income Planning Practice

    Does Marketing Stress You Out? Inbound marketing can be one of the most valuable ways for financial advisors to generate leads and convert new clients. But who has time to be an awesome financial advisor and a master of marketing? You know you need to do it, but you can't do it all! In this month's FinPlan Friday conversation, Covisum's VP of Sales and Marketing steps in for Joe to highlight what's most important for financial advisors when it comes to inbound marketing.
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    Marketing

    Financial Advisors: Have You Created a Customer Persona for Your Clients?

    Successful Financial Firms Focus on the Customer  Whether your financial advisory firm handles a wide range of clients or specializes in a particular kind of investor, your success as an advisor is determined by how well you know your clients. Every client’s needs and financial goals are different, but many of these clients face similar pressures and challenges when it comes to financial planning. As your firm works to attract new investors and retain your current clients, it’s often helpful to understand their advising needs by using a financial advisor customer persona.
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    Marketing

    How to Build Personal Connections in the Digital Age

    Throughout the past few years, how we connect has changed. Previously, financial advisors would attract prospective clients by hosting dinners or seminars at local libraries or other educational venues. Now advisors reach out to prospects via email, webinars, and social media.
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    Marketing

    On-Demand Webinar: Making Personal Connections Digitally

    Making Personal Connections Digitally Webinar In order to grow your business, you've undoubtedly relied on creating valuable personal relationships. Over the last few years, how we connect with each other has changed. Does building meaningful connections digitally seem daunting? Don't worry! With the right techniques, advisors have an opportunity to create genuine and profitable relationships with clients and prospects. Join Covisum's Katie Godbout, VP of Sales and Marketing and Lauren Laferla, Director of Communications for a 45-minute webinar about how to make personal connections digitally.
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    Marketing

    On-Demand Webinar: Marketing Advice for Advisors

    Refine Your Marketing  In this rapidly changing environment, it’s crucial for advisors to adapt and find new ways to reach clients and prospects. Many smart advisors have discovered that offering educational webinars is a great way to get in front of their ideal audience, but it’s not enough to simply offer a webinar. If you’re not marketing and following-up correctly, you risk missing out on key opportunities to gain new clients. With the right webinar marketing strategy, you can get new prospects to book time on your calendar.
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    Tax

    How to Develop a Roth Conversion Strategy for Your Clients

    Roth conversions are a great way for financial advisors to help their clients manage tax obligations in the short term while also reducing overall taxes paid during retirement. As a financial advisor, your job is to recognize when a Roth conversion can benefit your client’s wealth management strategy and to identify the specific conversion strategy that will help your client achieve their financial goals.
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    Marketing

    Live Webinar: Marketing Your Practice During COVID-19

    Refine Your Marketing  Around the world, normal business operations have been disrupted. It has never been more important to refine your marketing process and tailor your messaging to make sure you’re reaching the right audience. On Tuesday, May 19, 2020, at 1:30 p.m. Central Time a live panel of marketing experts will show you how you can adjust your marketing and reach your prospects during a time of change and uncertainty. Meet the panel.
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