Unlock the Power of Financial Advisor Marketing: Insights for Canadian Professionals

Put the power of your marketing to work with exclusive industry insights and best practices. Our first ever Canadian Financial Advisor Marketing Trends Report is available now and provides:

• Canadian Insights: Learn what Canadian advisors like you are doing to grow their book of business.
• Strategic Decision-Making: Make informed choices for your marketing strategies, despite time being in short supply.
• Lead Generation Strategies: Uncover the most effective lead generation tactics that resonate with Canadian investors. Learn what works and what doesn't.

We’ll cover:

• The advisor marketing landscape in Canada today, including how advisors are spending their time and marketing dollars
• Growth and lead nurture best practices, whether you’re focused on acquiring new clients or increasing your share of wallet
• Meeting dynamic investor expectations, from where and how often to communicate, to providing a personal touch
• The role AI can play in automating and personalizing your marketing

You won’t want to miss out!