Rainmaker Multiplier On-Demand

Marketing For Financial Advisors: Insights From INBOUND Conference


Listen Later

Struggling to keep up with the latest marketing strategies? Join host Matt Seitz, Chief Marketing Officer at C2P, and guest Missy Shermer, Senior Digital Account Manager at C2P, as they unpack key takeaways from HubSpot's INBOUND Conference — a premier event for marketing, sales, and customer success professionals. This year, C2P sent a team to gather insights that could transform how financial advisors connect with clients and prospects. Listen in as they discuss the latest email marketing tactics, the power of "lo-fi" social media content, and the evolving landscape of SEO. Tune in to learn practical strategies to enhance your digital presence, create more effective content, and help grow your practice.

Resources:

  • AI Tools Referenced: ChatGPT, Claude
  • CRMs Referenced: HubSpot, Salesforce
  • Conferences Mentioned: HubSpot INBOUND Conference
  • Webinar platforms mentioned: American Financial Education Alliance (AFEA), Eight Digit Media

C2P Advisors only:

  • Marketing services referenced: The Agency at C2P

Statistics:

  • Websites with a blog generate 75% more organic search traffic and almost 12% more repeat customers.
  • Open rates drop 2-3% each week, starting 6 weeks prior to an election.
  • Click-through rates drop 25% starting in October (in election years).
  • Content is downloaded 22% less if it has the current year (2024) in it starting September 1st of that year.
  • Capitalizing one word that isn't the first word in the subject line increases open rates by 18%.
  • 72% more likes and comments can be found on LinkedIn by using "lo-fi" content as opposed to heavily produced content.
...more
View all episodesView all episodes
Download on the App Store

Rainmaker Multiplier On-DemandBy C2P

  • 4
  • 4
  • 4
  • 4
  • 4

4

8 ratings


More shows like Rainmaker Multiplier On-Demand

View all
Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

513 Listeners

The Profitable Advisor Podcast by Dan Cuprill, CFP

The Profitable Advisor Podcast

24 Listeners

The Diamond Podcast for Financial Advisors by Mindy Diamond Financial Advisor Recruiter and Consultant

The Diamond Podcast for Financial Advisors

99 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

Financial Advisor Marketing Podcast by James Pollard

Financial Advisor Marketing Podcast

92 Listeners

Model FA Podcast by Model FA

Model FA Podcast

46 Listeners

The Bucket Plan® On-Demand Series by C2P

The Bucket Plan® On-Demand Series

6 Listeners

Advisor Talk with Frank LaRosa by Elite Consulting Partners

Advisor Talk with Frank LaRosa

92 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

241 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

Elementality for Financial Advisors | Elements Financial Vitals System™ by Jordan Haines, CFP®

Elementality for Financial Advisors | Elements Financial Vitals System™

34 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

124 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

118 Listeners

Becoming An Elite Financial Advisor With Sten Morgan by Sten Morgan

Becoming An Elite Financial Advisor With Sten Morgan

91 Listeners

Do Business. Do Life. — The Financial Advisor Podcast — DBDL by Brad Johnson

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

307 Listeners