The Ultimate Essential

Digital Marketing Guide

for Registered Investment Advisors & Financial Planners

The Ultimate Essential Digital Marketing Guide for CFP® Pros and other financial planners. 

This guide breaks down, in plain language, 9 different components of digital marketing that you should include in your marketing strategy. Each area is part of a well refined marketing operating system.  

When your marketing OS is dialed in you have a system that leverages your time that naturally.  It should create awareness with new prospects at the right time in their lives and also support and nurture your current prospects to appreciate the transformation you provide and schedule their first appointment.

Understand the four different areas of SEO.

SEO can be the cheapest and most effective way to acquire new clients

Learn to leverage Email marketing.  

It is the most effective way to nurture interested prospects

Easy instructions to setup all your business profiles.

Many prospects will first search for advisors in their area.

Identify the right lead magnet.

Design your funnels and content to attract your ideal client

We created this guide to support busy financial planners, like yourself.

When you open the guide you will find detailed instructions and explanations for 9 different areas that you should include in your marketing plan. 

Get started with the guide today!

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