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    Marketing

    Attract More Financial Advisor Leads in 2023

    Lead Gen Best Practices for Advisors Now is the time to start crafting a marketing strategy for the year ahead. Lead generation should be one of the most critical aspects of your 2023 marketing strategy. Your prospective clients are using online research to influence their decisions, including picking who they trust to help them with their finances. So, it would help if you had an online presence that builds trust with your prospects. Your online presence needs to showcase the value you can provide. You have an opportunity to show your prospects what they are looking for online.
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    Marketing

    Consumer Marketing Materials for Retirement Income Planning

    Software, Seminars, and Webinars to Help Financial Advisors Attract New Clients and Grow Advisors, are you ready to reach new prospects? With so many options available to them, retirees are looking for a financial advisor who is knowledgeable and trustworthy. Offering complimentary retirement income planning seminars (virtually or in-person) to help educate your community helps you build credibility as a retirement income expert and establishes trust. We make hosting this event so much easier, saving our advisors time and money!
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    Marketing

    Top 6 Trends for Financial Advisor Marketing in 2021

    The market for financial advisory services is ever-changing. The changes have come even faster this year as we’re living through a once-in-a-lifetime pandemic. Similar to the changes this year has brought, innovation has also occurred at a rapid pace. For example, it used to take years to produce vaccines, and our best minds have whittled that down to months. This speed is no different when it comes to financial advisory services. The pace of change is quick, and adaptation is key. With respect to marketing services and new client acquisition, there are already several trends emerging due to innovation, technology, and need. By working with thousands of advisors and being at the epicenter of marketing technology and services, we have identified six major trends for advisors to consider in 2021 for marketing to new clients:
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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

    5 Inbound Marketing Tactics for Advisors to Generate New Leads for Your Financial Planning Practice

    Few financial advisory firms can survive without a steady stream of new clients to sustain and grow their practice. Although most advisors receive sales training as part of their education, their marketing training is often outdated—especially when it comes to inbound marketing to an online audience. Inbound marketing can be one of the most valuable ways for financial advisors to generate leads and convert new clients. This value only increases over time as your investments into building an online presence increase your visibility and grow the number of leads reaching out for more information. That said, effective inbound marketing starts by identifying a goal. It’s not enough to say you want to market your business; you first need to know what goals you’re trying to achieve. Once you’ve identified those goals, you can create an inbound marketing strategy to achieve those goals. With that in mind, let’s assume your goal is to attract new leads that will become clients for your financial planningf firm. What’s the best way to pursue this goal through inbound marketing? Here are five proven strategies you’ll want to try.
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    Marketing

    Quarterly Review: What's New at Covisum

    Quarterly Roundup The year is flying by! We just wrapped up the second quarter and have many exciting software updates, new resources, and recent press to share. Let’s jump right in.
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