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Experiments in Advisor Marketing

Feb 29, 2020

Today I’m sharing 5 (more) of my favorite tech and marketing tools for financial advisors.

Get this...

26% of users who sign up for your email newsletter (or lead magnet, free PDF guide, etc.) will never confirm their email address.

Thankfully, one of our listeners shared a free tool with me to change that.

I'll be sharing what it is and how I'm using it + a handful of other tech tools I've implemented in the last year.

If you love using technology to save time, improve marketing results, and create a better client experience, today’s episode is for you.

For all the links and resources mentioned, visit