WEBINAR

It’s Not About Your Services: 5 Ways to Connect with the Right Clients on Your Website
December 15, 2021 @ 2:00 pm - 3:00 pm
A mainstay on advisors’ websites has been a list of services. Yet from one advisor site to the next, the list looks virtually the same – especially to prospective clients. What stands out with prospects is if the site speaks to them, acknowledges their needs and provides a clear picture…
Panelist /s: Cherie Fournier, Alise Lucero, Keri Pugh

A mainstay on advisors’ websites has been a list of services. Yet from one advisor site to the next, the list looks virtually the same – especially to prospective clients. What stands out with prospects is if the site speaks to them, acknowledges their needs and provides a clear picture of the advisor. In this webinar, Cherie Fournier, Principal, and Alise Lucero, Account Manager, of Marketing Intent and Keri Pugh, Co-Founder and Wealth Advisor of Fusion Financial Group discussed ditching the “tried and true” website approach for a site that humanizes the advisor, focuses on target investors and brings the right prospects to the door. With the help of Marketing Intent, the Fusion Financial Group brand and website launched earlier this year, putting the firm on the map for new clients, employees and referrals. 

Watch On-Demand 

 

Marketing Intent is a sales-focused marketing group specializing in the financial services and alternative investments industries. We market to and for financial advisors and help alternative investment sponsors translate complex offerings into stories that generate sales activity.

Fusion Financial Group is an independent financial planning firm and fiduciary based in Denver, CO. With a focus on coaching, we help thriving families, women, small businesses and new investors plan a future worth working toward.

 

Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Elite Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber, click here.

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.

Featured Speakers

Cherie Fournier
CEO/Founder Marketing Intent

Alise Lucero
VP, Client Success Marketing Intent

Keri Pugh
Co-Founder and Wealth Advisor Fusion Financial Group

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