(Webinar Replay: July 18, 2018) Nest Egg Guru & Advisor Websites: "Harnessing Your Website to Adapt to Evolving Client Preferences"

Marketing
Marketing • Posted on Jul 5, 2018

Advisor Websites and Nest Egg Guru are excited to bring to you an exciting webinar: "Harnessing Your Website to Adapt to Evolving Client Preferences". In this webinar, special guest, J.R. Robinson of Nest Egg Guru, discusses how financial advisors can generate more leads by shifting their focus from advisor-facing to client-facing tools on their websites. Click the link below to learn how to adapt to the ever-changing advisor-client paradigm!

Replay link: https://www.advisorwebsites.com/harnessing-your-website-to-adapt-to-evolving-client-preferences

Nest Egg Guru provides affordable a la carte software solutions for financial advisor websites. Their solutions are comprised of a College Savings App, a Retirement Savings App and a Retirement Spending App, and together, these help generate leads on a website in a unique way unlike most other software. In this webinar, we'll discuss how tools like these can be used on your website to engage prospects in a more efficient manner and to generate higher-quality leads. By shifting from advisor-facing to client-facing tools, financial advisors can harness their website to stay on top of the ever-evolving nature of client preferences. How exactly are client preferences changing? What are the trends? What are the most common mistakes financial advisors are making? These are just some of the questions we've answered during the webinar, so be sure to watch the replay! 

SIGN ME UP

 

CEO-Graham

About Advisor Websites, A Snappy Kraken Company

Founded in 2012, we specialize in helping financial advisors stand out and grow their business online with conversion-friendly, personalized websites and targeted digital marketing solutions, all of which follow FINRA and SEC guidelines.

Disclaimer: The content of this article is for informational purposes only. If you are planning to implement a new marketing practice and are unsure what the regulations are, always contact your compliance department first.

Recommended Articles