Top 10 Marketing Automation Tips for Financial Advisors

Download Top 10 Marketing Automation Tips for Financial Advisors

Post on 13-Apr-2017

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  • Marketing AutomationTop 10Tips:

    FOR FINANCIAL ADVISORS

  • determine your goals,including which tasks or processes youre 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

    Dont 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

  • 865.243.8000 Local 877.819.2188 Toll Free Finworx.com

    FOR FINANCIAL ADVISORS

    Top 10Tips:Marketing Automation

    http://finworx.com