Marketing For Financial Advisors: Insights From INBOUND Conference

Struggling to keep up with the latest marketing strategies? Join host Matt Seitz, Chief Marketing Officer at C2P, and guest Missy Shermer, Senior Digital Account Manager at C2P, as they unpack key takeaways from HubSpot's INBOUND Conference - a premier event for marketing, sales, and customer success professionals. This year, C2P sent a team to gather insights that could transform how financial advisors connect with clients and prospects. Listen in as they discuss the latest email marketing tactics, the power of "lo-fi" social media content, and the evolving landscape of SEO. Tune in to learn practical strategies to enhance your digital presence, create more effective content, and help grow your practice.
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We Don’t Just Care About Financial Advisors - We Are Financial Advisors. And Our Business is to Build Your Business. C2P specializes in helping financial advisors succeed. Our focus is on providing the essential tools, training, coaching, and support to build thriving businesses and set advisors up for success.
Advisors must bridge the demands of being both an impactful holistic advisor and a capable business owner. C2P independently serves advisors. But when you combine the respective knowledge and resources together, the results are endless.
For continued education and professional development, take advantage of our variety of certified financial planner services designed to help you grow as a holistic advisor and cultivate your business.
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The Bucket Plan On Demand ➡️c2pe.info/3xII5rA
A Woman’s Clarity ➡️c2pe.info/3vz1j1l
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📚 Disclaimer:
At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentation is not intended to be individual investment, tax, or legal advice.
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