How Financial Advisors Save Time and Grow Their Business With Marketing Automation

Regardless of the industry they’re in, most business owners struggle to balance online marketing with the slew of other responsibilities that fall on their plates. When it comes to marketing for financial advisors, there’s an added layer of complication due to the industry’s strict compliance regulations. Sara Seely, the chief financial officer at Equistar Wealth Management, faces these same challenges marketing her services. Over the past year, she’s found that OutboundEngine’s marketing automation platform not only relieves her of that stress but also grows her business in new ways.

Before using OutboundEngine, Seely managed her online marketing strategy herself and found it difficult to stay current while wearing many other hats for her business. In search of a way to keep regular contact with her clients and referral sources, Seely gave our email and social media marketing automation service a try.

So far, she’s seen great results. Regular email newsletters have helped put Seely in front of new clients. “I’ve had a couple of instances where referral sources have reached out after an email triggered a reminder for them,” she says.

Hear more of what Seely has to say about her partnership with OutboundEngine:

Seely identified areas where she could maximize the impact of her online presence. Now that her business is using the OutboundEngine platform, she can focus on growing other areas of her business while the email and social media marketing automation runs in the background.

Wrap-up

In an industry that relies heavily on referrals, it’s important for financial advisors to keep in touch with their clients in more ways than one. If your financial services company could use a hand with online marketing, give us a call. We’d be happy to discuss how our services can help save you time and grow your book of business.