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December 19, 2024 28 mins

Trying to leverage email marketing to follow up with leads? Learn how to harness the untapped potential of email marketing to captivate prospects, cultivate valuable relationships, and propel your financial advisory business to new heights. Join C2P members, Matt Seitz, Chief Marketing Officer, and Cary Chaitoff, VP of Marketing, as they share practical tips and proven strategies to help you create compelling campaigns, segment your audience, and boost conversions. Whether you're an email marketing novice or a seasoned pro seeking to sharpen your edge, listen for game-changing insights you can deploy immediately to supercharge your lead generation and client acquisition efforts.

Resources:

  • Email marketing platforms: FMG, Broadridge, Snappy Kraken, Constant Contact, MailChimp, Zoho
  • Advanced marketing automation: HubSpot, ActiveCampaign, Act-On

Statistics:

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