• BEST PRACTICES FOR ADVISOR ENGAGEMENT

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Knowing Is Growing: Identifying Your Ideal Target Advisors and Influencers

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Effective advisor engagement begins with an understanding of the ideal advisors and influencers for your investment products and offerings.
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Reaching Advisors by Addressing Their Urgent, Visible Problems

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“It’s not about us – it’s about them.” This means understanding where our prospects are in their buyer journey and communicating with them in a human way.
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Feel Their Pain, Secure Their Business

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To understand an advisor’s POV, to engage with them, you must have a deeper understanding of their pain -- their urgent, visible problems, even those they may not be aware of.
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Mapping Your Way to Greater Advisor Engagement

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"The failure to follow a well-established development process is causing many organizations to miss the mark when it comes to designing content and campaigns that ..."
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Engage, Advance, Convert: the Mandates of Effective Content

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Only by fully understanding your prospective buyers’ pain points, key challenges, intents, preferences and more can you create content that truly resonates with them.
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What Comes Next: Creating Logical Pathways

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It’s crucial to buyer advancement and conversion to seed content in logical, sequential parts of your buyers’ UX (user/visitor experience) by using your various digital assets/properties.

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