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  • Writer's pictureCharlie Van Derven

Unlocking the Power of Email Marketing for Financial Advisors


• Charlie Van Derven, President of Social Advisors

• Olivia Luper, Founder of Lexicon Advisor Marketing

• Kalli Fedusenko, Founder of KalliCollective

About the Webinar:

Email marketing remains a cornerstone of effective client communication and acquisition strategies for financial advisors. However, building and leveraging an email list requires more than just sending out newsletters. In this exclusive webinar, join industry veterans Charlie Van Derven, Olivia Luper, and Kalli Fedusenko as they dive deep into the intricacies of email marketing tailored for financial advisors.

Key Takeaways:

1. The Undisputed Value of Your Email List: Understand why your email list is not just a list of contacts, but your most crucial marketing asset in nurturing and growing your business.

2. Strategic Collection of Email Addresses: Learn the best, most ethical ways to attract and grow your email list, turning website visitors, social media followers, and casual contacts into engaged subscribers.

3. Email Strategy Implementation: Discover how to effectively implement an email marketing strategy that resonates with your audience, increases engagement, and positions you as a trusted advisor.

4. Converting Contacts to Clients: Explore innovative techniques to use email marketing not just for communication, but as a powerful tool to convert contacts into prospects and eventually into loyal clients.

Who Should Attend:

Whether you're new to email marketing or looking to refine your existing strategies, this webinar is designed for financial advisors eager to harness the full potential of their email marketing efforts to build stronger relationships and accelerate business growth.

Join Us: Reserve your spot today and take the first step towards transforming your email marketing into a powerful engine for growth.


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