Marketing AutomationTop 10Tips:
FOR FINANCIAL ADVISORS
determine your goals,including which tasks or processes you’re looking to automate.
Create a task force.
Gather a group of tech and client-centric folks to bounce ideas off.
Segment your clientsin order to better target their communication.
Invest in a CRM.It will give you more functionality and automation power!
on your clients.Gather data
Knowing how they interact with email can improve your communication.
your email systemfor better automation and
design capabilities.
REGULARLY.Communicate
Marketing automation can help you stay connected on a regular basis.
set up
notifications
Don’t let important prospects slip through the cracks.
stay
Automated personal notes can be extremely effective.
personal.
by sending fun greetings such as birthday cards.
think outsidethe box
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FOR FINANCIAL ADVISORS
Top 10Tips:Marketing Automation
