By

Nicholas Vonderau

The Rainmaker Multiplier On-Demand: Marketing Automation

Executive VP of Marketing at C2P Enterprises, and CMO at JL Smith, Matt Seitz, hosts this episode of the Rainmaker Multiplier On-Demand Podcast. He is joined by C2Pe’s Digital Marketing Manager, Nico Vonderau, and Marketing Manager at JL Smith, Suzanne Scheiman, to discuss the importance of marketing automation and technology in the financial services industry. 

Marketing automation includes software that helps companies, especially their marketing teams and sales departments, effectively market to and communicate with multiple channels, including leads, clients, audiences, personas, etc. 

This omnichannel approach includes communication tools for financial advisors that ensure that the right message goes to the right person at the right time.  

Customer relationship management (CRM) software and content management systems (CMS) can help financial advisors organize their clients and their communications to make sure prospects remain in the sales funnel and don’t fall through the cracks.  

Start small. 

“You don’t need to go out and buy the Ferrari right away.” 

Ask yourself the following questions. 

  • What action do you want the recipient to take after your message? 
  • How do you want to communicate your message? 

We talk a lot about holistic financial planning at C2P Enterprises. There’s an educational component that just makes sense when it comes to marketing automation. As the advisor, it’s your job to give them the information they need to make educated decisions about their financial future. 

The Bucket Plan is designed to simplify holistic financial planning for both advisors and their clients.  

To learn more about how our marketing programs for financial advisors, book a free call with one of our business development representatives.  

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