“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. This season, his guests include industry conference attendees from across the country.
Digital marketing and marketing automation are real timesavers for advisors, but without a human following up, they can be a complete waste of money.
That’s where Lara Galloway steps in. As Head of Partnerships at White Glove, Lara helps create opportunities for advisors to get in front of prospects and present themselves as the friendly expert they are.
“If you’re already out there marketing, good for you, but you need to humanize that marketing in a way that digital marketing simply cannot do,” Lara said.
The best way to do this? Lara suggests hosting educational events like webinars and seminars. Not only will advisors get to showcase their expertise, they’ll have the chance to build connections with prospects. And from there, the communication shouldn’t stop.
“The whole idea is to make sure that you stay in touch, you keep yourself top of mind, you remain unforgettable for that client,” Lara said.
Lara shares more effective marketing tactics and how advisors can go from conversations to clients in episode 38 of “On the Circuit.” She joins “On The Circuit” host Johnny Sandquist in a conversation recorded live from the Fearless Investing Summit in October 2023 in Miami.
Click “play” above to listen to the full episode. To hear from more industry friends and experts, subscribe to “On the Circuit” wherever you listen to podcasts.
Three Crowns is a full-service marketing partner, providing the financial industry with high quality custom blogs, website design, branding, podcast production and more. We help financial advisors and fintech companies find their message and amplify their voice. From strategy to click-worthy content, to SEO optimization and social media promotion, our team is ready to help you feel confident in your communication. Click here to connect with a member of the Three Crowns team today.