May 7, 2021
We have a special edition of the podcast today! Instead of a regular podcast recording, this discussion took place at an Elevate event in Chicago, where Tom was a guest speaker. He chats with Monica Breeding about how the pandemic has affected marketing, some best practices for digital marketing, and what we can expect moving forward.
About Monica Breeding:
Monica is the Senior Vice President of Advisor Marketing at Financial Independence Group. With over eight years in the industry, she helps bring new and innovative ideas to marketing, as well as interpret market trends to make the best decisions for FIG.
1:29 - What Does An Advisor Marketing Team Look Like?
5:07 - Strategies That Monica & Her Team Offer
11:34 - What’s An Engagement Campaign?
16:45 - The Need For Video Marketing
20:48 - Being Authentic
23:41 - Recommendations For Financial Advisors
26:41 - Collecting Data From Webinars
32:42 - APM Digital Coaching
36:43 - Sales & Marketing Trackers
47:34 - Video Content That Has Had Success Outside Of Webinars
52:35 - Tracking KPIs
54:35 - Differences Between Loan Beacon & All Points Media
56:20 - Strategies That Have Come Out Of The Pandemic That Will Continue To Be Relevant
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