eBook | Financial advisors' guide to impactful digital marketing

July 24, 2020 by Kelton Corcoran

about the author:

Kelton Corcoran

Senior content marketing specialist

Kelton Corcoran is a senior content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

Consumers across the world have seen their lives transform into an always-on digital experience that places limitless information right at their fingertips. In the financial services world, investors today are seeking a whole new level of connection with their finances and advisors, and the demand for financial advice has reached a new peak.

In this guide, you will learn:

  • Fundamental digital marketing tips for financial advisors
  • The three main pillars of a sound digital marketing strategy, including:
    • Website: The digital marketing foundation
    • Social media: The direct path to client connection
    • Email: The effectiveness of proper execution

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