Today, almost everyone is online trying to learn, research, buy, or just be entertained. Yet many financial professionals are still in the process of building their digital presence. Now’s a great time to begin building yours. Why? Useful, relevant online content that’s promoted effectively attracts visitors—some of which can be converted into leads and ultimately clients. Plus, a strong digital presence can improve the online experience of your current clients, which can lead to better retention.
Learn how to:
Overview Video (2:06)
How to build a digital presence—Stephen Boswell, CEO and President, Oechsli
Worksheet Training Video (20:45)
How to reach affluent prospects with 5 key components of a digital presence.
|1||Take our Evaluating Your Digital Presence Quiz to assess your online presence|
|2||Use your assessment results to identify categories of your digital presence that need improvement|
|3||Within a month, choose an area to improve and implement this workbook’s suggestions|
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