Identify and Connect with Targets

Identify and Connect with Targets Blog

According to a recent study, only 20 percent of advisors’ clients have a financial plan1 . As an advisor, you have an enormous opportunity to find new prospects and convert them to clients. Sifting through this huge audience can be overwhelming. But your prospects can be easily identified, qualified, and reached. Identify a targeted market Who do you…

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Weekly Articles to Reassure Your Clients

Last week, eMoney partnered with FMeX to provide advisors with access to Advisor Branded Marketing, a suite of marketing and communication tools, to assist with providing guidance and instilling confidence during these uncertain times. This support includes a new COVID-19 Weekly Content Series that provides multiple touchpoints throughout the week that advisors can use to stay connected…

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Webinar Replay: Set Your Marketing Campaigns to Autopilot

Imagine a marketing platform that does the work of generating leads for you. Imagine spending just minutes selecting impactful content, and letting your powerful marketing engine contact your clients and prospects throughout the weeks and months to follow. With the release of automated campaigns to eMoney’s Advisor Branded Marketing, you don’t have to imagine! Watch the…

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Marketing Automation for Financial Advisors

Financial Advisor Marketing Automation Software

If you’re looking to grow your business in 2020, your strategy should include focus on some core areas—your client experience, building a digital presence, engaging your audience online, and implementing technology tools to help you scale those efforts. The client experience is probably one of the most talked about topics in the industry. With more competition, advisors are rethinking…

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10 Steps to Grow Your Business with an Engaging Website

What’s the most visited website in the U.S.? Facebook? (Everyone seems to use it.) Google? (How many times a day do you Google something?) (Especially the blog!) With 1.7 billion visitors monthly, the answer is YouTube. Since its first video was uploaded in 2005, the video hosting website has 300 hours of video uploaded every minute, and over 30 million visitors…

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