UNLOCKING DIGITAL: How Financial Companies Master Modern Marketing

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In this ebook we discuss:

• The Advisor’s website
• Content Rules: How websites earn traffic
• Social Media: Joining the conversation
• Staying Connected: The role of email marketing
• Analytics: Manage what you measure
• Marketing Automation: Bringing it all together

Your advisor network is the touch point between your brand and its customers. If your advisors fail to unlock digital marketing the way they should, and cling to antiquated marketing tactics, as most do, your business suffers.

As a dealer-broker, you have the power to come to their aid. You can provide your advisors robust digital marketing tools, deliver content at scale, enable them to represent your brand the way they should, and ensure compliance. Doing so is critical to amplifying the reach and engagement of your brand.

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