Prospective clients use online research to influence both small and significant decisions, including who helps them with their finances. Advisors can and should use this opportunity to meet their prospects where they are and show them the value they are looking for. Covisum's Vice President of Sales and Marketing offers several tips for using digital marketing to generate leads in the latest issue of Perspectives magazine.
"Lead generation is an essential first step in growing and sustaining your firm. Still, you need to have a process for engaging those leads once you get them. Make it easy for them to get in touch with you. Include buttons to schedule an appointment linked to your booking calendar on your website navigation as well as logical places throughout the buyer's journey (in emails, blog posts, social posts, etc.). Generating leads isn't a quick and easy task. It's a continual process that takes effort, innovation, and the right strategy."
Read the Perspectives magazine article in its entirety here.