by Ashley Davis | Apr 8, 2023 | Lead Conversion
Creating a strong financial advisor value proposition is essential for attracting and retaining clients. Why? By understanding your client’s unique needs and challenges, you can tailor your services to provide the most value possible to future clients and... 
by Ashley Davis | Mar 27, 2023 | Lead Conversion
Are you constantly losing leads? They convert on your website, and then that is the last you hear from them? If so, you’re not alone. 90% of new leads do not convert into a sale on a first contact. Does this mean that they are not interested in your... 
by Ashley Davis | Mar 25, 2023 | Lead Conversion, Strategy
To measure social media ROI, you can use the following free ROI calculator: Total Cost of Campaign: Total Revenue Generated: Calculate ROI ROI: To use this calculator, enter the total cost of your digital marketing campaign in the “Total Cost of Campaign”... 
by Ashley Davis | Mar 3, 2023 | Lead Conversion
Email marketing is one of the most effective ways financial advisors can reach potential clients and grow their firms. After helping hundreds of financial advisors generate leads and get more conversions with email marketing strategies (see some of our client... 
by Ashley Davis | Sep 27, 2022 | Lead Conversion
Are you looking for the best email marketing software to help you grow your business? I’ve spent years testing out the top AI email marketing platforms for my own business (and for clients), and not all email marketing tools are the same! So in this guide,... 
by Ashley Davis | Jul 21, 2022 | Lead Conversion
If you’re a financial advisor, then you know that selling financial services can be difficult. It’s not always easy for people to trust that you can help them manage, increase and protect their hard-earned money in retirement. Unlike other industries, most... 
