Customers with Marketing Automation Turn Strangers into · 2016-08-16 · Convert your visitors And...

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Turn Strangers into Customers with Marketing Automation FPA Exclusive Presented by Advisor Websites

Transcript of Customers with Marketing Automation Turn Strangers into · 2016-08-16 · Convert your visitors And...

Page 1: Customers with Marketing Automation Turn Strangers into · 2016-08-16 · Convert your visitors And leverage automation & integrations Critical elements include: 1. Give first, ask

Turn Strangers into Customers with

Marketing Automation

FPA ExclusivePresented by Advisor Websites

Page 2: Customers with Marketing Automation Turn Strangers into · 2016-08-16 · Convert your visitors And leverage automation & integrations Critical elements include: 1. Give first, ask

Presenters

Loic Jeanjean

VP Growth

Advisor Websites

E: [email protected]

T: 888-946-3188

Lester Tiro

Partnership Manager

Advisor Websites

E: [email protected]

T: 866-638-0273 x260

[email protected] | 888-946-3188

Page 3: Customers with Marketing Automation Turn Strangers into · 2016-08-16 · Convert your visitors And leverage automation & integrations Critical elements include: 1. Give first, ask

1. Know your ideal client

2. Choose the right tools

3. Convert your visitors

4. [email protected] | 888-946-3188

Page 4: Customers with Marketing Automation Turn Strangers into · 2016-08-16 · Convert your visitors And leverage automation & integrations Critical elements include: 1. Give first, ask

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

What do advisors Want?

[email protected] | 888-946-3188

Page 5: Customers with Marketing Automation Turn Strangers into · 2016-08-16 · Convert your visitors And leverage automation & integrations Critical elements include: 1. Give first, ask

Disruptive technology: a peek into the future

[email protected] | 888-946-3188

Page 6: Customers with Marketing Automation Turn Strangers into · 2016-08-16 · Convert your visitors And leverage automation & integrations Critical elements include: 1. Give first, ask

Watson: artificial intelligence and [email protected] | 888-946-3188

Page 7: Customers with Marketing Automation Turn Strangers into · 2016-08-16 · Convert your visitors And leverage automation & integrations Critical elements include: 1. Give first, ask

It’s closer than you think...

[email protected] | 888-946-3188

Page 11: Customers with Marketing Automation Turn Strangers into · 2016-08-16 · Convert your visitors And leverage automation & integrations Critical elements include: 1. Give first, ask

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

of trust

[email protected] | 888-946-3188

Page 12: Customers with Marketing Automation Turn Strangers into · 2016-08-16 · Convert your visitors And leverage automation & integrations Critical elements include: 1. Give first, ask

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”

[email protected] | 888-946-3188

Page 13: Customers with Marketing Automation Turn Strangers into · 2016-08-16 · Convert your visitors And leverage automation & integrations Critical elements include: 1. Give first, ask

4 steps to get you on your way

[email protected] | 888-946-3188

Page 14: Customers with Marketing Automation Turn Strangers into · 2016-08-16 · Convert your visitors And leverage automation & integrations Critical elements include: 1. Give first, ask

Know your ideal clientAnd create Buyer Personas

This will help you to:

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

[email protected] | 888-946-3188

Page 15: Customers with Marketing Automation Turn Strangers into · 2016-08-16 · Convert your visitors And leverage automation & integrations Critical elements include: 1. Give first, ask

Choose the right toolsTo attract the right client

Some tools/tactics to consider:

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

[email protected] | 888-946-3188

Page 16: Customers with Marketing Automation Turn Strangers into · 2016-08-16 · Convert your visitors And leverage automation & integrations Critical elements include: 1. Give first, ask

Convert your visitorsAnd leverage automation & integrations

Critical elements include:

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

[email protected] | 888-946-3188

Page 17: Customers with Marketing Automation Turn Strangers into · 2016-08-16 · Convert your visitors And leverage automation & integrations Critical elements include: 1. Give first, ask

Execute your planAnd track results

Elements to measure and track:

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

[email protected] | 888-946-3188