Why You Don't Need to Be Everywhere Online to Grow
Editorial Webcast Sponsored by:
In today's competitive landscape, advisors face immense pressure to be active across social media platformsand digital channels. But spreading your marketing efforts too thin dilutes your message and ultimately fails to attract the right potential clients. It's time for a more strategic approach.
True success comes from identifying and mastering high-quality channels where your ideal prospects are most active. This focused strategy not only saves time and resources but also generates more qualified leads, allowing you to dedicate more energy to serving existing clients.
Join us for a discussion on how to focus your tactics with a targeted, high-impact marketing plan. We will explore how to align your efforts with your firm's growth strategy and adapt to the evolving expectations of modern clients.
In this webcast, you will learn how to:
● Evaluate and identify the specific channels that will deliver the best ROI for your practice
● Understand how your firm's broader marketing strategy directly affects your ability to thrive
● Adapt to evolving client expectations to attract and retain more qualified prospects.
● Balance client acquisition and exceptional service for existing clients
Featured Speakers:
John Manganaro is a senior reporter for ThinkAdvisor. His coverage focuses on all things retirement, with a special emphasis on the perspective of financial planning professionals and family wealth managers. Before joining ThinkAdvisor in 2022, John was a reporter and editor at PLANADVISER Magazine, and earlier in his career his coverage of the Pennsylvania Legislature regularly appeared in premier metropolitan newspapers including the Philadelphia Inquirer and the Pittsburgh Post-Gazette.
Carrie Roso is the Chief Marketing Officer at FMT Solutions, where she expertly harnesses the power of education to connect fiduciary financial advisors with individuals seeking financial guidance. With over 20 years of experience in the financial services and technology sectors, Carrie has built a career developing impactful strategies that connect people with the tools and expertise they need to achieve financial success.
Brad Johnson is co-founder of Triad Partners and the host of the transformative "Do Business. Do Life." podcast. With a profound belief in the power of the "and" approach to life and business, Brad has revolutionized the financial advisory landscape. At Triad Partners, he forges an in5mate and carefully curated community, redefining partnerships. Guided by his enduring principles, Brad empowers advisors to embrace growth, freedom, and joy in their professional and personal lives.
For over a decade, Jay Coulter has dedicated his career to helping independent financial advisors build stronger, more valuable businesses. His work centers on one core belief: when advisors are empowered to build their business their way, they create lasting impact for themselves, their clients, and the communities they serve. As the Host of The Resilient Advisor and CEO of Titleist Asset Management, Jay has had the privilege of working alongside top performers as they transform their businesses into an asset that builds generational wealth.
Questions? Please email: [email protected]