Email marketing is a powerful tool financial advisors should leverage to engage and nurture relationships with their centers of influence, current clients, and prospects, by tailoring campaigns to each audience. This Coffee Break’s discussion, led by Matt Seitz, Chief Marketing Officer and Partner at C2P, includes some of the best practices for digital marketing from the C2P team’s own Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator, and seasoned financial industry marketer, Cary Chaitoff, VP of Marketing. Listen for strategies that work and insights from Inbound 2023, HubSpot’s Marketing & Sales Conference, that you can implement right away to improve the reach and response rates of your email campaigns. Plus, you’ll learn the importance of producing personalized content and valuable resources to help you get started.

Resources:

FMG Suite – All-in-One Financial Advisor Marketing Platform

Snappy Kraken – Personalized Websites, Original Content, etc

Levitate – Relationship Marketing as Authentic as You Are

HubSpot – Marketing Software for Businesses of Every Size