It’s crazy how much can go into successfully marketing to a local market when it comes to Wealth Management.

There are a variety of specialties, ideal client avatars, and dream projects for Wealth Management so it can seem almost impossible to solve their marketing woes and actually retain them as a customer.

If only there was a plug-and-play solution designed to balance robust marketing with a simple setup.

Time to check out the Epic Wealth Management Snapshot

OVERVIEW

The Epic Wealth Management Snapshot are designed to predictably capture strangers, nurture prospects, and convert customers into promoters. With this comprehensive snapshot, you can deliver a solution for Wealth Management that surprises and delights.

WORKFLOWS

When it comes to workflows, this business-in-a-box leaves no marketing stone unturned. You’ll have everything you could need to capture new leads, persistently deliver value, guide them toward a sale, and then ascend them to become a 5-star review and avid referrer. Workflows include:

• New lead to book call sequences

• Call booked follow-up sequences

• Stale leads automation

• Database reactivation sequences

• List management automation

• Invoicing automation

• Reviews and referral campaigns

• 2 years of weekly nurture emails

• Anniversary nurture workflows

• Birthday nurture workflows

• Holiday nurture workflows

NURTURE

For channels to nurture email is one of the most predictable and steadfast methods for local businesses to stay in touch with prospects and past customers. We have over 2 years’ worth of emails (built by human copywriters) and are powered by an automation process that intelligently places a new lead into the seasonally appropriate sequence.

Emails cover subjects such as:

• New lead to book call sequences

• Call booked follow-up sequences

• Stale leads automation

FUNNELS

In the process of delivering sticky value, one of the core components is to get a client to use their domain with a site or funnel. This snapshot includes 2 conversion rate optimized funnels that could be used as a simple website or as channel-specific landing pages (think Facebook business page website link so you can see where leads are coming from)