Search

Home > Financial Advisor Success > Ep 186: Digital Marketing Strategies for Financial Advisors with Samantha Bezar
Podcast: Financial Advisor Success
Episode:

Ep 186: Digital Marketing Strategies for Financial Advisors with Samantha Bezar

Category: News & Politics
Duration: 01:43:35
Publish Date: 2020-07-21 11:00:00
Description:

Samantha Bezar is the Director of Digital Marketing for Thrive Financial Services, a hybrid RIA and Insurance Agency based out of the Greater Philadelphia Area that serves nearly five hundred clients. Through a combination of digital marketing and in-person events, Samantha has built a scalable marketing solution for Thrive that has catapulted their revenue from a few hundred thousand dollars to more than $6 million in under three years.

Samantha joins us today to share her in-depth expertise on all things digital marketing, including marketing automation tools that have increased retention and response rates, how Thrive segments and targets their audience, and how compelling ad copy comes into play when converting prospects to clients. Listen in to learn what personal touches Thrive uses to incorporate a more human element to their process, as well as the “secret sauce” for getting people to actually show up to webinars.

For show notes and more visit: https://www.kitces.com/186

Total Play: 0

Some more Podcasts by Michael Kitces

500+ Episodes
Financial Ad .. 10+     6