Read our top 10 marketing automation tips for financial advisors! Learn how to improve your communication and efficiency with both current clients and potential prospects.

1. Marketing Automation
Top 10Tips:
FOR FINANCIAL ADVISORS

2. determine your goals,
including which tasks or
processes you’re looking
to automate.

3. Create a task force.
Gather a group of tech and
client-centric folks to bounce
ideas off.

4. Segment your clients
in order to better target
their communication.

5. Invest in a CRM.
It will give you more
functionality and
automation power!

6. on your clients.
Gather data
Knowing how they interact
with email can improve
your communication.

7. your email system
for better automation and
design capabilities.

8. REGULARLY.
Communicate
Marketing automation can help you stay
connected on a regular basis.

9. set up
notifications
Don’t let important
prospects slip
through the cracks.

10. stay
Automated personal notes can
be extremely effective.
personal.

11. by sending fun greetings
such as birthday cards.
thinkoutside
the box

12. 865.243.8000 Local 877.819.2188 Toll Free Finworx.com
FOR FINANCIAL ADVISORS
Top 10Tips:
Marketing Automation