Quick Access to Marketing Resources

Thank you for participating in the Virtual Marketing panel discussion with Steve Sanduski, Bill Keen, and Lisa Salvi. Please watch the replay below and access the links to additional resources so you can continue your learning.

The 5 Best Ways to Market in a Covid-19 World (Replay)

The marketing trends that were in place prior to the pandemic have accelerated because of the pandemic. In particular, delivering virtual events coupled with digital marketing has become a key path to reaching a large number of your ideal clients in a cost-effective way. But you need to move fast as it’s becoming quite crowded in the virtual space. You can still generate your unfair share of new clients as long as you are engaging, transparent, entertaining, and, of course, deliver real value.

Steve Sanduski, CFP®
Bill Keen, Keen Wealth Advisors
Lisa Salvi, Vice President, Business Consulting and Field Experience, Charles Schwab

Building an Email List and Starting an Email (News)Letter

This is the place to start because the list you build and the letter you send becomes the seed that populates all your other marketing. For a step-by-step plan on how to do this, click here.

Podcasts and Blogs

Here are several of my podcasts and blog posts that specifically relate to marketing your services.

Building a wildly successful marketing machine. 

How to get started in email marketing.

How to design and deliver effective live and virtual events with Barron’s Alison Rooney.

Three keys to crafting seminars that connect with audiences and turn prospects into clients.

5 steps to raising $90 million in new AUM a year through seminars.

The marketing strategies that delivered $6 billion in organic AUM growth in 3 years.

7 keys to delivering a great client or prospecting event.

How to write compelling copy that engages your audience’s hearts and minds.

A Barron’s Top 15 Advisor on his unorthodox way to billions in AUM

Schwab Resources

Please thank Schwab for making the following resources available to our event participants.

Marketing: Elevate your firm’s profile with marketing tips and tools that can help you gain more visibility, increase your market reach, and connect with new clients. For a full suite of toolkits, guides, and articles, click here.

Amplify Your Brand Online: Build trust and deepen client relationships with these digital marketing best practices. For the full report, click here.

How to Build a Better Landing Page: The first page a website visitor comes to is called a landing page in Google Analytics. Your most common landing page is your website’s home page, but savvy marketers often create special landing pages for each campaign or to reach a particular audience. No matter what approach you take, here are some tips for building effective landing pages. To download the toolkit, click here.

Quick Tips for Boosting Your Web Presence: Most first impressions these days happen online, so your firm needs to be well served by your website and overall web presence. Two key assets—a strong business listing using Google My Business and the use of search engine optimization techniques on your site—will help you attract new prospects and engage clients on an ongoing basis. To download the toolkit, click here.

Learn More

To learn more about working with Steve Sanduski for coaching or marketing, click here.