Top 10 Marketing Automation Tips for Financial Advisors
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Transcript of Top 10 Marketing Automation Tips for Financial Advisors
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Marketing AutomationTop 10Tips:
FOR FINANCIAL ADVISORS
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determine your goals,including which tasks or processes you’re looking to automate.
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Create a task force.
Gather a group of tech and client-centric folks to bounce ideas off.
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Segment your clientsin order to better target their communication.
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Invest in a CRM.It will give you more functionality and automation power!
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on your clients.Gather data
Knowing how they interact with email can improve your communication.
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your email systemfor better automation and
design capabilities.
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REGULARLY.Communicate
Marketing automation can help you stay connected on a regular basis.
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set up
notifications
Don’t let important prospects slip through the cracks.
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stay
Automated personal notes can be extremely effective.
personal.
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by sending fun greetings such as birthday cards.
think outsidethe box
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865.243.8000 Local 877.819.2188 Toll Free www.backporchvista.com
FOR FINANCIAL ADVISORS
Top 10Tips:Marketing Automation