Webinars & Online Workshops
Posted: Sat May 24, 2025 5:51 am
Action: Host free educational webinars on relevant financial topics.
Platforms: Zoom, GoToWebinar.
Email Marketing:
Action: Build an email list and send newsletters with financial tips, market updates, and service promotions.
Platforms: Mailchimp, ActiveCampaign.
Referral Programs:
Action: Encourage existing clients to refer new ones.
Platforms: Word-of-mouth, website.
Online Reviews & Testimonials:
Action: Actively solicit and showcase positive client reviews.
Platforms: Google Reviews, Trustpilot (UK), website.
B2B (Businesses & Organizations)
Financial advisors targeting businesses focus on corporate financial planning, employee benefits, and investment management.
LinkedIn denmark phone number list Marketing & Social Selling:
Action: Connect with key decision-makers (CFOs, HR Managers) and share industry-specific content.
Platforms: LinkedIn Sales Navigator, LinkedIn Company Pages.
Content Marketing (Whitepapers, Case Studies):
Action: Create in-depth resources showcasing your expertise in corporate finance.
Platforms: Website, LinkedIn.
Account-Based Marketing (ABM):
Action: Target specific high-value companies with personalized outreach.
Platforms: LinkedIn, personalized email campaigns.
Webinars & Virtual Events:
Action: Host events tailored to business needs (e.g., "Managing Employee Pensions," "Corporate Investment Strategies").
Platforms: Zoom, GoToWebinar.
Direct Outreach (Email & Phone):
Action: Contact potential clients directly with tailored proposals.
Platforms: Email, phone.
Partnerships & Referrals:
Action: Collaborate with related businesses (law firms, accounting firms).
Platforms: Networking.
Industry Events & Conferences:
Action: Attend and present at relevant industry events.
Platforms: In-person and virtual conferences.
Platforms: Zoom, GoToWebinar.
Email Marketing:
Action: Build an email list and send newsletters with financial tips, market updates, and service promotions.
Platforms: Mailchimp, ActiveCampaign.
Referral Programs:
Action: Encourage existing clients to refer new ones.
Platforms: Word-of-mouth, website.
Online Reviews & Testimonials:
Action: Actively solicit and showcase positive client reviews.
Platforms: Google Reviews, Trustpilot (UK), website.
B2B (Businesses & Organizations)
Financial advisors targeting businesses focus on corporate financial planning, employee benefits, and investment management.
LinkedIn denmark phone number list Marketing & Social Selling:
Action: Connect with key decision-makers (CFOs, HR Managers) and share industry-specific content.
Platforms: LinkedIn Sales Navigator, LinkedIn Company Pages.
Content Marketing (Whitepapers, Case Studies):
Action: Create in-depth resources showcasing your expertise in corporate finance.
Platforms: Website, LinkedIn.
Account-Based Marketing (ABM):
Action: Target specific high-value companies with personalized outreach.
Platforms: LinkedIn, personalized email campaigns.
Webinars & Virtual Events:
Action: Host events tailored to business needs (e.g., "Managing Employee Pensions," "Corporate Investment Strategies").
Platforms: Zoom, GoToWebinar.
Direct Outreach (Email & Phone):
Action: Contact potential clients directly with tailored proposals.
Platforms: Email, phone.
Partnerships & Referrals:
Action: Collaborate with related businesses (law firms, accounting firms).
Platforms: Networking.
Industry Events & Conferences:
Action: Attend and present at relevant industry events.
Platforms: In-person and virtual conferences.