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Digital Marketing in 2020: How Tech is Powering Client Relationships

Now Available On Demand

Power your practice with awareness, education and automation

Think your practice doesn’t need digital marketing? Think again. Facts are, 83% of advisors today report using social media for both business and personal use¹, and 92% of advisors attribute asset gains to their social media activity². Your online presence has never been more important than it is today. Yet, advisors are still challenged to find the time to make marketing a priority.

In this webinar, our panel will discuss: 

  • How to make digital marketing work for you to strengthen your connection with prospects and clients. 
  • Tools that make marketing easy and save advisors time by automating content, identifying prospects, and tracking ROI.
  • The future of marketing for advisors, and how it’s translating to business growth.

Join moderator Tim Welch, president, CEO and founder of Nexus Strategy; along with panelists Lou Calabrese, VP of Marketing at LPL Financial and Sarah LeBlanc, Assistant VP of Marketing at LPL Financial; for this lively and informative discussion about how marketing technology is the driving force behind the advisor and client relationship. 

¹Five key findings from Putnam’s Social Advisor Survey, April 2018.
²Use of Social Media Nearly Universal Among Financial Advisors, According to New Putnam Investment Study, April 2019.

This event is being conducted by WealthManagement. LPL Financial and WealthManagement are separate entities. LPL Financial is not responsible for any direct or incidental loss incurred by applying any of the information offered.

This event is intended for Financial Advisors Only. Not for members of the public.

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

Louis Calabrese III
Vice President, Marketing
LPL Financial


Sarah LeBlanc
Assistant Vice President, Marketing
LPL Financial


Timothy D. Welsh, CFP® - Moderator
Nexus Strategy, LLC

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