Snap Projections

The Financial Advisor’s Marketing Guide

The Financial Advisor's Marketing Guide

This Marketing Guide has been created to provide Financial Advisors & Planners with the foundational knowledge needed to build an online presence, create and share valuable content, and engage with prospects and clients through email marketing.

Highlights and most actionable items include:
  • How to create your unique value proposition and your first Buyer Persona, worksheet included! (Chapter 2)
  • How to create quality content that your prospects and clients will want and value, including content topic ideas. (Chapter 4)
  • How to get started with email marketing, blogging, and creating lead magnets to grow your email list. (also Chapter 4!)

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