Show notes
Tune in to hear:
- How should advisors go about optimizing SEO for their practice and why is it so critical?
- Why do advisors who offer texting as a communication option get 400% more opt-ins?
- Why is email so powerful and how can advisors build out a list that will serve them well?
- Emails with video content really outperform, but many people are hesitant to venture into video. What advice would Robert give to these individuals?
- How does Robert recommend that advisors go about segmenting their clients to deliver more tailored content?
- When and how do referrals work best in Robert’s experience? How did Snappy Kraken develop their referral script?
- What are some of the most innovative and effective client events that Robert has seen? Are there any rules of thumb to follow to plan engaging client events?
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