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The Best Digital Marketing Strategy for Financial Planners, and How to Automate it for $0 a Month.

Photo by AbsolutVision / Unsplash

Step 1: Create and share valuable content.

The key word here is valuable. If you want to get ahead, you've got to put out great content that is not only easy to read, but actionable. Content that people will like and share with their friends.

When I look online, there are a lot of creators in the financial space with thousands of followers.

People follow them because they're desperate for a certain kind of financial content. The average person wants to get ahead in life, and take control of their finances. So if you help them do that, they'll follow you. They'll like your content. And they'll share it with their friends.

Step 2: Keep a list of whoever shows interest.

Whenever someone likes or comments on one of your posts, you need to take note. Write their names down. Put them in a database. Use that database for step 3.

Remember - People that like your content aren't prospects yet, but it's a strong sign that they'd be open to a conversation.

Step 3: Reach out.

Now it's time to reach out to people who have shown interest in your content. These are warm leads, so they're more likely to be receptive to you than someone they've never heard of before.

But make sure you have something to offer them, before making contact. This is where a lead magnet will come in handy.

Don't ask for a meeting in a social media message. If they say no, then that's the end of the conversation. Instead, you're going to ask them for their email address so you can send them your lead magnet.

Remember - If you reach out to someone randomly, and ask them to work with you, they'll likely say no (even if you've warmed them up first.) But if you reach out to offer more value - you'll more than likely have a high conversion rate on these conversations.

Step 4: Nurture the heck out of em'.

Once someone is on your email list, you have unlimited opportunities to turn them into a buyer.

Here I've given you one of the best videos I could find on how to use Kit.

Things to know about Kit...

This is more than enough automations for most financial advisors. If you think you need more, they have another plan for $9 a month.

Why am I telling you this?

Because I don't want you to pay a $3,000 "set up fee" to an agency for something you could do yourself in 30 minutes.

I don't want you to pay hundreds of dollars every month for automation, when you could get that service for free.


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