Turn Strangers into Customers with

Marketing Automation

FPA ExclusivePresented by Advisor Websites

Presenters

Loic Jeanjean

VP Growth

Advisor Websites

E: loic@advisorwebsites.com

T: 888-946-3188

Lester Tiro

Partnership Manager

Advisor Websites

E: lestert@advisorwebsites.com

T: 866-638-0273 x260

sales@advisorwebsites.com | 888-946-3188

1. Know your ideal client

2. Choose the right tools

3. Convert your visitors

4. Executesales@advisorwebsites.com | 888-946-3188

“When it comes to business goals the majority of advisors want access to more opportunity, leads and referrals” - Investment News

What do advisors Want?

sales@advisorwebsites.com | 888-946-3188

Disruptive technology: a peek into the future

sales@advisorwebsites.com | 888-946-3188

Watson: artificial intelligence and sellingsales@advisorwebsites.com | 888-946-3188

It’s closer than you think...

sales@advisorwebsites.com | 888-946-3188

sales@advisorwebsites.com | 888-946-3188

sales@advisorwebsites.com | 888-946-3188

sales@advisorwebsites.com | 888-946-3188

Despite all this technology many of us are missing the mark. There’s a fundamental lack

of trust

sales@advisorwebsites.com | 888-946-3188

Investors do not trust financial advisors

“There’s a disconnect between how the public perceives the role of a financial adviser and what we do.”

“We need to regain the trust and confidence of the public.”

Forbes: “Financial Advisers Get Little Respect”

sales@advisorwebsites.com | 888-946-3188

4 steps to get you on your way

sales@advisorwebsites.com | 888-946-3188

Know your ideal clientAnd create Buyer Personas

This will help you to:

1. Tailor your content2. Make it appealing3. Avoid attractive wrong clients

sales@advisorwebsites.com | 888-946-3188

Choose the right toolsTo attract the right client

Some tools/tactics to consider:

1. Blogging2. Social3. Email marketing4. Webinars5. Whitepapers...

sales@advisorwebsites.com | 888-946-3188

Convert your visitorsAnd leverage automation & integrations

Critical elements include:

1. Give first, ask later2. Develop a lead magnet3. Leverage landing pages4. Automate engagement

sales@advisorwebsites.com | 888-946-3188

Execute your planAnd track results

Elements to measure and track:

1. Traffic to lead ratio2. Lead to customer ratio3. Landing page conversion

sales@advisorwebsites.com | 888-946-3188

Thank you!

Connect with us to see how we can helpsales@advisorwebsites.com

1-888-946-3188

sales@advisorwebsites.com | 888-946-3188