The Financial Advisor's CMO: Recent Episodes
Jonathan Michael
Learn about the latest and greatest of everything at the intersection of advisor-marketing and technology.
Referral marketing for advisors needs a more intentional strategy. Asking clients for referrals without giving them tools to refer you more business isn't going to drive the results you want. There's a better way to do referral marketing with technology - it's more scalable. Tech combined with in-person events from partners in your business community can be a game changer.
With email inboxes getting cluttered like never before is there an alternate strategy for more effective and personalised client/prospect communications? We think there is! Learn about how WEALTH I/O is working towards an alternative solution with machine learning enabled content delivery in a mobile-first world.
As hybrid work seems to be gaining more and more popularity, hybrid marketing combining online and offline marketing activity can be a potential game changer heading into the new year. Sometimes, what you did 25 years ago combined with the right technology tools can help you stand out as a financial advisor.