A strong marketing strategy is the cornerstone of any successful business plan. In this webinar, Director of Product & Enterprise Marketing, Elise Lambert and Director of Business Development at Wealthbox, Andrew Ladwig share their marketing strategies for boosting your firm’s overall growth. They discussed: - The importance of a traffic-driving website - How to invest in content marketing - Utilizing social media - Tips to increase client satisfaction with email marketing - Ways to ramp up your SEO (Search Engine Optimization)

1. March 12, 2024
Supercharge Marketing Strategies to
Skyrocket Firm Growth

2. Elise Lambert
Director of Product &
Enterprise Marketing
Hosts
Andrew Ladwig
Director of Business
Development

3. Over 60% of Investors believe that
most financial advisors make the
same promises, making it hard
to tell the difference between them
- BNY | Pershing “Advisor Value Propositions” Report

4. 5 Marketing Strategies That Advisors Should Be
Using to Win New Business and Scale Their Firms

5. 1. Start with a traffic driving website
50 Milliseconds
Your website is the most public expression
of your brand. It only takes visitors 50
milliseconds to form an opinion – so make it
count.

6. Before Sending
Leads To Your Site,
Ask:
Does My Website
Pass The 5 Second
Test?

7. Show your website, count to 5, then ask:
● What was the page about?
● What do you remember seeing?
● Who would benefit from this service?
● What action to take next?
Does your website have the following:
● Simple Navigation
● CTA EX: Book an Appointment
● Fees Page (If applicable)
● Updated ‘About’ Section
You Have 5 Seconds To Make
a First Impression
7

8. 2. Invest In Content Marketing
Prioritize timely content
Responding quickly to current events helps
build trust and expertise. Use platforms like
the FMG app to create and share timely
content fast.
Build an advisor blog
Blogging boosts SEO, provides content to
repurpose, and shows your expertise. Use
blog posts as fuel for your marketing engine.
Consider your audience
Tailor content formats like videos,
podcasts, and quizzes to your target
audience. Different formats work for
different goals and clients.
Leverage a variety of timely, audience-specific
content to establish yourself as a thought leader.

9. 3. Get social!
Social media is a long-
term investment
Do not expect immediate returns
from social media. It requires
consistent effort over time to see
results.
Focus on quality
content
Well-crafted, high-quality
content will gain more traction
than low-effort posts.
Know your audience
Create content tailored
specifically for your target
audience.
Use a variety of media
Mix up your posts with videos,
images, audio clips, etc. to keep
things interesting.
By following these tips, financial advisors can maximize
their social media presence and engagement.

10. 4. Increase Client Satisfaction with Email Marketing
• Email marketing builds relationships
Email allows advisors to communicate directly with clients to establish trust
• Focus on compelling subject lines
Subject lines that evoke emotion or ask questions have higher open rates
• Communicate consistently
Frequent, scheduled communication gives clients confidence in their advisor
Using email marketing consistently and effectively is a great way for
financial advisors to build trust and authority with their clients.

11. 5. SEO - Search Engine Optimization
Include relevant keywords in content
Using keywords that match user intent helps pages rank
higher in search results.
Optimize for local SEO
Prioritize location-based keywords and metadata to target
nearby prospects.
Regularly analyze your analytics
Tools like Google Analytics reveal what content performs
best.
By optimizing for keywords, local SEO, and analyzing data, you can
improve website visibility and attract ideal prospects.

12. 12
Do It For Me
Quarterly Webinar Support!!
A Custom Marketing plan each month
Executed for you
Exclusive Content by our marketing thought
leaders only available for DIFM customers
Your own dedicated Marketing Strategist
Contact Us: Marketing@fmgsuite.com

13. Agenda
Q & A

14. Follow-Up Contacts
sales@wealthbox.com marketing@fmgsuite.com