| Marketing Automation
The Cold to Gold Framework
After analyzing millions of data points from our digital marketing campaigns, we know that the top 25% of our advisors are able to 5x their marketing spend by using a proven, automated process to move cold strangers to warm prospects to excited new clients.
Using the automated multi-channel campaigns within our framework, advisors are able to get noticed, build interest, start conversations, and keep their pipelines full of interested prospects. All without wasting hours or pouring money on scattershot tactics.
For example, our Tax Opportunities series includes a Traffic campaign to build awareness on social media, a Lead Gen campaign to generate fresh prospects, Engagement emails to warm up prospects for appointments, and a Social campaign to generate appointments from warmed-up and aware social audiences.