Marketing For Financial Advisors: Insights From INBOUND Conference

Struggling to keep up with the latest marketing strategies? Join host Matt Seitz, Chief Marketing Officer at C2P, and guest Missy Shermer, Senior Digital Account Manager at C2P, as they unpack key takeaways from HubSpot's INBOUND Conference — a premier event for marketing, sales, and customer success professionals. This year, C2P sent a team to gather insights that could transform how financial advisors connect with clients and prospects. Listen in as they discuss the latest email marketing tactics, the power of "lo-fi" social media content, and the evolving landscape of SEO. Tune in to learn practical strategies to enhance your digital presence, create more effective content, and help grow your practice.

Resources:

• AI Tools Referenced: ChatGPT, Claude
• CRMs Referenced: HubSpot, Salesforce
• Conferences Mentioned: HubSpot INBOUND Conference
• Webinar platforms mentioned: American Financial Education Alliance (AFEA), Eight Digit Media

C2P Advisors only:

• Marketing services referenced: The Agency at C2P

Statistics:

• Websites with a blog generate 75% more organic search traffic and almost 12% more repeat customers.
• Open rates drop 2-3% each week, starting 6 weeks prior to an election.
• Click-through rates drop 25% starting in October (in election years).
• Content is downloaded 22% less if it has the current year (2024) in it starting September 1st of that year.
• Capitalizing one word that isn't the first word in the subject line increases open rates by 18%.
• 72% more likes and comments can be found on LinkedIn by using "lo-fi" content as opposed to heavily produced content.