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Konten disediakan oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Robert Sofia - A Comprehensive Guide to Financial Advisor Marketing

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Manage episode 422176304 series 1454631
Konten disediakan oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Tune in to hear:

  • How should advisors go about optimizing SEO for their practice and why is it so critical?
  • Why do advisors who offer texting as a communication option get 400% more opt-ins?
  • Why is email so powerful and how can advisors build out a list that will serve them well?
  • Emails with video content really outperform, but many people are hesitant to venture into video. What advice would Robert give to these individuals?
  • How does Robert recommend that advisors go about segmenting their clients to deliver more tailored content?
  • When and how do referrals work best in Robert’s experience? How did Snappy Kraken develop their referral script?
  • What are some of the most innovative and effective client events that Robert has seen? Are there any rules of thumb to follow to plan engaging client events?

Links

Connect with Us

Compliance Code: 0924-OAS-4/16/2024

  continue reading

307 episode

Artwork
iconBagikan
 
Manage episode 422176304 series 1454631
Konten disediakan oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Tune in to hear:

  • How should advisors go about optimizing SEO for their practice and why is it so critical?
  • Why do advisors who offer texting as a communication option get 400% more opt-ins?
  • Why is email so powerful and how can advisors build out a list that will serve them well?
  • Emails with video content really outperform, but many people are hesitant to venture into video. What advice would Robert give to these individuals?
  • How does Robert recommend that advisors go about segmenting their clients to deliver more tailored content?
  • When and how do referrals work best in Robert’s experience? How did Snappy Kraken develop their referral script?
  • What are some of the most innovative and effective client events that Robert has seen? Are there any rules of thumb to follow to plan engaging client events?

Links

Connect with Us

Compliance Code: 0924-OAS-4/16/2024

  continue reading

307 episode

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