Business Success Knowledge Circle: 5X Your Return on Marketing Spend – How to Move Prospects from Cold to Gold

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You've got a lot going on: regular business operations, serving clients, and just life in general. Between everything that needs your attention, it can be easy for marketing to take a backseat until the pressure comes on to "pick up marketing again."

That's when it happens–the random acts of marketing. The spray and pray marketing.  In other words, the exhausting way.  It's not a fun cycle.  It definitely soaks up a lot of time. And, it can eat up a lot of money.  Even with all the grit and determination, you may not experience the results you hoped for.

If this sounds like you, don't miss this presentation.

In 5X Your Return on Marketing Spend: How to Move Prospects from Cold to Gold, Robert Sofia demystifies the digital marketing strategy that can give you a more deliberate, calm way to approach your marketing.  It will help give you some insight into carving out the fastest path to move prospects from "cold to gold."

  • Exactly how the top 25% of financial advisers have 5x'd their return on ad spend
  • The 3-part email strategy that could help you get 14.31% higher open rates
  • How to keep your pipeline full by using these methods
  • Which type of campaigns "warm" prospects up the fastest
  • High converting engagement style to get more appointment requests
Diana Cabrices

Diana Cabrices

Chief Evangelist

Jump

Diana Cabrices is Chief Evangelist at Jump, the #1 AI platform for financial advisors. She helps advisors use meeting intelligence to better understand their own behaviors, strengthen emotional intelligence, elevate the client experience, and lift client sentiment. With a decade of experience across wealth management and advisor technology, Diana is a multi-award-winning thought leader and recognized voice in advisor growth, known for making complex ideas engaging, practical, and fun. She brings an energetic, human-first perspective to how AI can help advisors grow AUM and build deeper relationships with clients.

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Business Success Knowledge Circle: 5X Your Return on Marketing Spend – How to Move Prospects from Cold to Gold
08/10/2021 at 1:00 PM (MDT)  |  60 minutes
08/10/2021 at 1:00 PM (MDT)  |  60 minutes You've got a lot going on: regular business operations, serving clients, and just life in general. Between everything that needs your attention, it can be easy for marketing to take a backseat until the pressure comes on to "pick up marketing again." That's when it happens–the random acts of marketing. The spray and pray marketing. In other words, the exhausting way. It's not a fun cycle. It definitely soaks up a lot of time. And, it can eat up a lot of money. Even with all the grit and determination, you may not experience the results you hoped for. If this sounds like you, don't miss this presentation. In 5X Your Return on Marketing Spend: How to Move Prospects from Cold to Gold, Robert Sofia demystifies the digital marketing strategy that can give you a more deliberate, calm way to approach your marketing. It will help give you some insight into carving out the fastest path to move prospects from "cold to gold."
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available