Advisor Marketing Made Simple cover image

Advice Line: Youtube, Pop-Ups, Or Email? Finding The Best Marketing Strategy (Elliott Appel)

Advisor Marketing Made Simple

CHAPTER

Marketing Financial Services to Widows

This chapter explores strategies for financial advisors seeking to connect with widowed clients, emphasizing the role of digital marketing in addressing their unique needs. The discussion highlights the importance of targeted messaging and referral networks to engage potential clients early in their financial planning journey.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner