I’m thrilled to be teaming up with UCLA Extension Business, Management, and Legal Programs to offer a new seminar for financial advisors. The four session course will meet during July to dig deep into marketing principles and strategies. The interactive workshop will help advisors understand the fundamentals of marketing and create a plan to grow their own business. If you are in Southern California (or would like to be this summer), please join us by registering now!
Digital Marketing for Financial Advisors Seminar
In this overview of digital marketing you will: 1) review the six steps in digital marketing for financial advisors: your website, search engine optimization (SEO), email marketing, event marketing, social media and creating a marketing calendar; 2) learn how to create your own social media campaigns and gain new clients; 3) learn to build and strengthen your network of connections; and 4) learn how to utilize webinars as a cost-effective marketing tool.
Learn about digital marketing for financial advisors including the use of social media and using LinkedIn for prospecting and creating webinar marketing funnels.
1. Overview of Digital Marketing for Financial Advisors
Review six steps to get started: Your Website, Search Engine Optimization (SEO), Email Marketing, Event Marketing, Social Media, Creating a Marketing Calendar. Walk away with a concrete action plan to increase new leads and referrals.
2. Social Media Marketing for Financial Advisors
Using social media to get new clients? Four real-life case studies of top advisors that are using LinkedIn and Facebook to generate new leads. Receive a template for how to get started creating your social media marketing campaigns.
3. How Financial Advisors Can Use LinkedIn for Prospecting
With this session, you will learn how to: Build and strengthen your network of connections, search for and qualify prospects, request to connect, follow up with your new connections effectively generate referrals and introductions to ideal prospects (without “stalking” them!)
4. Webinar Marketing Funnels for Financial Advisors
Webinars have become a powerful and cost-effective marketing tool for financial advisors. In this session you will learn exactly how to create your first webinar including: choosing the Best Topic for Your Audience, Ten Steps to Creating Your First Webinar, Which Technologies to Use, How Many Leads to Expect
Also of Interest – Demystifying Cryptocurrency
Join us on Saturday, June 30 from 10:00 AM to 12:00 Noon at the UCLA Lindbrook Center for a comprehensive discussion on Cryptocurrency including a base understanding of Bitcoin, the merits of these payment systems, investment merits and options, a primer on blockchain technology and finally criminal and fraud risks. For more information click here.
Ready to Grow Your Business?
We’re here to help you grow your business with “done for you” services. We provide ongoing education, and proven marketing strategies taylored specifically for financial advisors!
Claire Akin runs Indigo Marketing Agency a marketing firm serving top independent financial advisors. Claire is a former Investment Advisor Representative who holds her MBA in Marketing from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis. It’s her goal to help specialist advisors target their ideal prospects with content marketing.