Marketing is all around us, turning a world overflowing with information into a curated experience for each and every one of us. The most successful financial advisors are using this to their advantage, and they know that marketing strategies that leverage automation transform the client experience. This transformation can directly lead to increased revenue!
During uncertain times, advisors must always be improving marketing execution with an eye toward growing revenue. We will lay out exactly what this means for advisors today and show you how to launch your own successful strategy.
By the end ofthe webinar, you will learn:
- What the most common marketing barriers are for financial advisors
- Why having a revenue-focused approach makes a difference
- How to create your own strategy for the rest of 2020
As Managing Partner of Affiliated Advisors, Trisha leads our firm's practice management initiatives. She is passionate about helping advisors grow and improve their businesses. Incorporating technology, marketing, and strategic planning into advisors’ practices, are ways Trisha supports advisors' success.
Trisha graduated from the University of Minnesota and she is a CERTIFIED FINANCIAL PLANNER (CFP®). Trisha holds Series 7 and 66 licenses.