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内容由Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby提供。所有播客内容(包括剧集、图形和播客描述)均由 Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Robert Sofia - A Comprehensive Guide to Financial Advisor Marketing

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Manage episode 422176304 series 1454631
内容由Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby提供。所有播客内容(包括剧集、图形和播客描述)均由 Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Tune in to hear:

  • How should advisors go about optimizing SEO for their practice and why is it so critical?
  • Why do advisors who offer texting as a communication option get 400% more opt-ins?
  • Why is email so powerful and how can advisors build out a list that will serve them well?
  • Emails with video content really outperform, but many people are hesitant to venture into video. What advice would Robert give to these individuals?
  • How does Robert recommend that advisors go about segmenting their clients to deliver more tailored content?
  • When and how do referrals work best in Robert’s experience? How did Snappy Kraken develop their referral script?
  • What are some of the most innovative and effective client events that Robert has seen? Are there any rules of thumb to follow to plan engaging client events?

Links

Connect with Us

Compliance Code: 0924-OAS-4/16/2024

  continue reading

309集单集

Artwork
icon分享
 
Manage episode 422176304 series 1454631
内容由Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby提供。所有播客内容(包括剧集、图形和播客描述)均由 Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Tune in to hear:

  • How should advisors go about optimizing SEO for their practice and why is it so critical?
  • Why do advisors who offer texting as a communication option get 400% more opt-ins?
  • Why is email so powerful and how can advisors build out a list that will serve them well?
  • Emails with video content really outperform, but many people are hesitant to venture into video. What advice would Robert give to these individuals?
  • How does Robert recommend that advisors go about segmenting their clients to deliver more tailored content?
  • When and how do referrals work best in Robert’s experience? How did Snappy Kraken develop their referral script?
  • What are some of the most innovative and effective client events that Robert has seen? Are there any rules of thumb to follow to plan engaging client events?

Links

Connect with Us

Compliance Code: 0924-OAS-4/16/2024

  continue reading

309集单集

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