Creating effective and valuable content marketing as a financial advisor is key to driving business growth, new user acquisition, and profitability.
In this practise management webinar, content marketing experts, Ryan Webb, Head of B2C Marketing at Equisoft, Philip Setter, CEO of Affinity Life, and Brandon Chapman, CFP and Founder of AdvisorFlow, share valuable insights on how to use content marketing to effectively attract ideal clients. This session empowers financial advisors to create valuable digital marketing content, discover their market niche, and stay ahead of the curve with current B2C marketing trends.
Our first speaker, Ryan Webb, is the Head of B2C Marketing at Equisoft with a focus on new lead and new user acquisition. Webb is responsible for the marketing of advisor-specific products and seeks to improve the advisor experience within Equisoft.
Our second speaker, Philip Setter, is the CEO of Affinity Life and an insurance professional for nearly 10 years. As an insurance broker and avid ice climber, Setter combines his passion with his career by creating content marketing that attracts extreme sports clients.
Our last speaker, Brandon Chapman, is a Certified Financial Planner and the founder of AdvisorFlow who helps financial advisors thrive through strategic advice and the power of digital tools.
AdvisorFlow is a digital software for financial advisors to simplify data gathering and enhance the client onboarding experience. Register today to digitize and streamline your practise.
Please email us at hello@advisorflow.ca with any feedback or suggestions for topics you would like us to discuss at future events.
