Standard Deviations with Dr. Daniel Crosby Robert Sofia - Mastering Financial Advisor Marketing: Proven Techniques to Grow Your Practice
5 snips
Jun 6, 2024 Expert in financial advisor marketing, Robert Sofia, discusses the importance of SEO optimization, texting for communication, email marketing, client segmentation, referrals, and innovative client events. Insights on maximizing lead generation, using behavioral marketing tactics, and integrating behavioral finance approaches into advisor-client interactions.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 6min
Factors Driving SEO Performance and Importance of Text Messaging for Advisors
05:57 • 17min
Client Communication Strategies and Segmentation Recommendations
23:04 • 5min
Maximizing lead generation and referrals through client events and effective strategies
27:38 • 13min
Behavioral Marketing Strategies for Financial Advisors
41:05 • 4min