Master Class #2: Push Strategies, Session #2: The How-Slides

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The webinar, titled "Using Email Marketing and Social Media as 'Push Strategies'", is presented by Marie Swift, Jonny Swift, and Alex Cavalieri. It is part of NAPFA's 2022 Marketing Trilogy Master Class. Marie Swift is the President and CEO of Impact Communications, specializing in communications and marketing for independent financial advisors. Jonny Swift is the Vice President and Director of Social/Digital at Impact Communications, with expertise in online presence, social media marketing, and digital media production. Alex Cavalieri is the Co-Founder and CEO of Seven Group, working with grow-focused RIAs to build niche-focused brands.<br /><br />The webinar emphasizes the importance of email marketing, stating that 91% of US adults like to receive promotional emails from companies they do business with. It is also highlighted that email marketing is 40 times more effective than Facebook and Twitter combined in driving new business. The types of email marketing that should be implemented in financial practices include newsletters, automated prospect nurtures, inbound inquiry workflows, and outreach templates.<br /><br />Segmenting the email list is considered crucial for better delivery rates and ROI. Examples of segments include clients, hot prospects, cold prospects, new leads, and COIs. Best practices for email marketing include determining the need for a newsletter, targeting the right audience, setting the proper cadence, keeping subject lines interesting, making content scannable, and incorporating visuals and calls-to-action.<br /><br />The webinar also provides strategies for automated prospect nurtures, inbound inquiries, and outreach templates. Tools and examples of email newsletters are recommended for effective email marketing. The webinar concludes with reminders about upcoming sessions and events, including the NAPFA Fall Conference and the Mindset Mastery Podcast.<br /><br />Overall, the webinar provides insights and practical tips on utilizing email marketing and social media as push strategies in the financial advisory industry.

Keywords

webinar

email marketing

social media

push strategies

Marie Swift

Jonny Swift

Alex Cavalieri

Impact Communications

financial practices

email list segmentation