The Financial Advisor's Digital Audit Checklist

Digital marketing is the hottest trend in our online world. This digital movement includes various marketing tactics you can use to grow your reputation online and expand your clientele.

Based on where your ideal client is on the buyer’s journey, you can separate your digital marketing efforts into three primary stages: top of funnel, middle of funnel, and bottom of funnel efforts.

Explore why digital marketing for financial advisors is essential to draw clients to your firm. By using this check list, you can do a digital audit to better understand how you can improve your digital marketing efforts.