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Ep 001: The Future of Client Acquisition
Sarah Williams is a seasoned marketing professional with over 26 years of experience, specializing in the insurance and financial services sector. She strongly emphasizes the importance of digital transformation in marketing strategies, believing financial advisors who do not adapt to technology and digital marketing will be left behind. Drawing from her extensive experience, she sees digital transformation as a great opportunity for advisors, suggesting using digital marketing professionals to target specific audiences and personalize marketing efforts effectively. While acknowledging the significance of artificial intelligence in marketing, she also stresses the importance of maintaining a human connection and building trust with clients.
Key Takeaways
Unlocking Success in the Digital Age: Discover why embracing digital transformation is not just a choice but a necessity for financial advisors. Gain insights into how this transformation can position you for success in today's rapidly changing landscape.
The Power of AI and the Human Touch: Learn how artificial intelligence is reshaping marketing strategies and discover the secrets to harnessing AI to target clients precisely while maintaining the all-important human-to-human connection.
Thriving Through Continuous Learning: Explore inspiring success stories and discover how advisors grow through continuous learning and collaboration. Uncover the strategies and tactics that can set you apart in the competitive world of financial advising.
Resources
Connect with Sarah Wiliams on LinkedIn: https://www.linkedin.com/in/jenkinssarahelizabeth/
Learn about Sarah’s company, CreativeOne: https://creativeone.com/
About Our Guest
As vice president of marketing communications at CreativeOne, Sarah oversees a wide range of marketing services. She helps her financial advisor clients build lasting connections, long-term value and brand loyalty as she develops custom marketing strategies to meet their needs. Sarah also serves on the national board of directors of Women in Insurance and Financial Services (WIFS), where she helps fulfill the organization’s mission of advancing career opportunities, providing professional development and representing women’s interests in a male-dominated industry. As a wife and mother of two, Sarah balances the demands of her busy professional and personal life with the occasional glass of wine and by relying on the support and encouragement of others who share her challenges. She credits her success in the industry, in part, to multiple female mentors who shared their wisdom and empowered her journey. She hopes to do the same for other women beginning their careers in insurance and financial services.
About Our Company
For Financial Professionals:
The Institute of Financial Wellness provides proven sales and marketing systems, state-of-the-art technology, training, and support to financial professionals nationwide. The IFW helps financial professionals grow their practices to the next level! IFW Certified Financial Professionals are an elite group of professionals that, together with the IFW, help people succeed financially and live their best lives.
For Consumers: The IFW provides financial education, resources, and solutions that help people live their best life.
Financial Professional Services Website: https://www.ifwretirementroadmap.com/
Consumer Website: https://www.the-ifw.com/
LinkedIn: https://www.linkedin.com/company/the-institute-of-financial-wellness/about/
YouTube: https://youtube.com/@theinstituteoffinancialwel4955?si=IdG5WhXRfHcH3qxu
All contents of this show are rights of The Institute of Financial Wellness, LLC, and are not to be used unless authorized by written consent.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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By Erik SussmanSarah Williams is a seasoned marketing professional with over 26 years of experience, specializing in the insurance and financial services sector. She strongly emphasizes the importance of digital transformation in marketing strategies, believing financial advisors who do not adapt to technology and digital marketing will be left behind. Drawing from her extensive experience, she sees digital transformation as a great opportunity for advisors, suggesting using digital marketing professionals to target specific audiences and personalize marketing efforts effectively. While acknowledging the significance of artificial intelligence in marketing, she also stresses the importance of maintaining a human connection and building trust with clients.
Key Takeaways
Unlocking Success in the Digital Age: Discover why embracing digital transformation is not just a choice but a necessity for financial advisors. Gain insights into how this transformation can position you for success in today's rapidly changing landscape.
The Power of AI and the Human Touch: Learn how artificial intelligence is reshaping marketing strategies and discover the secrets to harnessing AI to target clients precisely while maintaining the all-important human-to-human connection.
Thriving Through Continuous Learning: Explore inspiring success stories and discover how advisors grow through continuous learning and collaboration. Uncover the strategies and tactics that can set you apart in the competitive world of financial advising.
Resources
Connect with Sarah Wiliams on LinkedIn: https://www.linkedin.com/in/jenkinssarahelizabeth/
Learn about Sarah’s company, CreativeOne: https://creativeone.com/
About Our Guest
As vice president of marketing communications at CreativeOne, Sarah oversees a wide range of marketing services. She helps her financial advisor clients build lasting connections, long-term value and brand loyalty as she develops custom marketing strategies to meet their needs. Sarah also serves on the national board of directors of Women in Insurance and Financial Services (WIFS), where she helps fulfill the organization’s mission of advancing career opportunities, providing professional development and representing women’s interests in a male-dominated industry. As a wife and mother of two, Sarah balances the demands of her busy professional and personal life with the occasional glass of wine and by relying on the support and encouragement of others who share her challenges. She credits her success in the industry, in part, to multiple female mentors who shared their wisdom and empowered her journey. She hopes to do the same for other women beginning their careers in insurance and financial services.
About Our Company
For Financial Professionals:
The Institute of Financial Wellness provides proven sales and marketing systems, state-of-the-art technology, training, and support to financial professionals nationwide. The IFW helps financial professionals grow their practices to the next level! IFW Certified Financial Professionals are an elite group of professionals that, together with the IFW, help people succeed financially and live their best lives.
For Consumers: The IFW provides financial education, resources, and solutions that help people live their best life.
Financial Professional Services Website: https://www.ifwretirementroadmap.com/
Consumer Website: https://www.the-ifw.com/
LinkedIn: https://www.linkedin.com/company/the-institute-of-financial-wellness/about/
YouTube: https://youtube.com/@theinstituteoffinancialwel4955?si=IdG5WhXRfHcH3qxu
All contents of this show are rights of The Institute of Financial Wellness, LLC, and are not to be used unless authorized by written consent.
Learn more about your ad choices. Visit megaphone.fm/adchoices