Meet the moment – no matter what that moment brings – with an all-weather marketing plan.
A recent Broadridge study revealed 91% of financial advisors are challenged when it comes to developing a digital marketing strategy and 86% struggle to find the time for marketing efforts.
But those who do develop a defined marketing strategy are reaping the rewards. These advisors acquired significantly more new clients over the past 12 months (24 vs. 14!), are more likely to have landed a new client through social media and generate 2 times more leads per month through their websites – all of this despite the challenges faced in 2020.
Join Broadridge marketing experts for a hands-on workshop to help you develop a defined marketing strategy for 2021, so you can approach the new year with confidence in meeting your practice growth goals.
In just under an hour, we’ll:
All workshop attendees receive a fillable marketing plan template – come to class ready to develop your strategic plan.