Webinars With Industry Experts

Success Factors Driving Top Advisory Firms

Following the best practices of successful advisors can help you take your firm to the next level.

Stephanie Bogan, founder and president of Quantuvis Consulting, has worked since 1996 to help advisors build great businesses and will share her insights at this webinar.

You’ll learn:

  • Characteristics shared by successful advisors
  • Key growth drivers to focus on
  • How to discover and develop your target market
  • Top mistakes that are holding back your firm's growth

A former director of Marketing & Operations for an estate/wealth planning firm, Bogan brings a diverse background in business strategy, practice management, operations and business development, together with an intimate understanding of the challenges of starting, running, and growing a business.

Founded by Bogan in 1996, Quantuvis Consulting is a national consulting firm that specializes in practice management and marketing for top advisors, custodians, broker dealers, and financial service providers. Following a rebranding of the company, Quantuvis was acquired in 2008 by a Fortune 200 company which shares Bogan's vision, values, and business philosophy.


This webinar is approved for IMCA® CE credit.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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