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2021 State of Digital Marketing Report and Benchmarking Study

Now Available On Demand

This informative webinar on the latest adviser marketing trends unveils the findings and objective analyses mined from 38,607 marketing campaigns deployed by financial advisers in 2020. The results of this report will set the precedent and benchmark for the adviser-specific digital marketing landscape in 2021. You’ll learn how the top 25% of advisors market differently (and far more effectively) than the average advisor. And come away with insights that can be applied directly to your existing or future marketing efforts—to help you generate more leads, nurture prospects and generate referrals from your marketing efforts.

Attend this webinar and stay ahead of the curve by understanding:

  • What types of content and subject matter attract the most prospects and clients—and insights into why. (Hint: It’s not the direct approach that most advisors are using.)
  • Which online traffic sources produce the strongest results, and how you can maximize your ROI with minimal spend
  • What you should expect from your marketing efforts based on analytical marketing performance benchmarks to help you move the needle, fast

BONUS: All attendees will have the opportunity to download the comprehensive State of Digital Marketing Financial Adviser Online Marketing Report and Benchmarking Study.

Sponsored by
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CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Robert Sofia
Snappy Kraken


David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement