Successful Marketing For Financial Advisors

John Anderson
05/21/10 4 PM EST
2.5
Average Attendee Rating
Poor Average Excellent

To market an advisory firm effectively, you must develop a marketing plan. But where do you start? What should it cover? And how do you follow through and execute?

At this webinar, you learn from a marketing and practice management expert about how to create a strategic marketing plan for your advisory firm.

  • 10 must-do actionable tips
  • Learning about your competition
  • Branding your business
  • Using social media
  • Activities to schedule throughout the year
  • Giving your website a makeover

Guest speaker John Anderson has 25 years of experience in financial services and is managing director and head of Practice Management Solutions for SEI Advisor Network, where he is responsible for solutions focused on helping financial advisors grow their businesses, create operational efficiency, and differentiate their practices. Anderson also manages a team that provides investment research, case support, and analysis to SEI advisors.


User reviews

77 reviews

 
(38)
 
(28)
 
(8)
 
(1)
 
(2)
2.5
Average Attendee Rating
Poor Average Excellent
Already have an account? or Create an account
View all reviews View most helpful
(Updated: May 20, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

This was, by-far, one of the best webinars I've attended. As a newbie (less than two years in the business), I learned a good deal and discovered where to go to learn more. I can't wait until we get our CRM software so I can provide my opinion of it. I'll also be checking out the resources mentioned in the webinar and look forward to learning more from them.

Was this review helpful to you? 
(Updated: May 20, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

The folks from SEI are always knowledgeable and have great presentations. I get update from them on a regular basis.

Was this review helpful to you? 
(Updated: May 20, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Really helpful tips and nothing that was too challenging. I thought it interesting that 33% responded they could not use social networking tools but he didn't address that.

Was this review helpful to you? 
(Updated: May 20, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

I thought the presentation was excellent. I appreciated access to the slides for future review.

Was this review helpful to you? 
(Updated: May 20, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

very helpful. Like the open questions at the end. Thank you.

Was this review helpful to you? 
View all user reviews