Our Services
It's All About One Goal, Making Your Job...Easier
Lead Reactivation AI
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Reason Two
Custom Programming and Applications
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Reason One
Websites
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Reason Two
CRM and Client Nurturing
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Reason One
SEO
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Reason Two
CRM and Client Nurturing
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What does that even mean?
Do any of the items below sound like you?
- Yup I have a bunch of client email address but no time to send them out
- I do not have a website, so I cant even point people anywhere.
- I have a spreadsheet I use to do planning but I want something better
- I want more traffic to my website but I don’t have the time to find someone I can trust
- I just need help on all the marketing and technical stuff
A survey of 400 financial advisors revealed:
90% acknowledge the importance of marketing
23% have defined marketing strategies in place.
65% struggle to find time for marketing
20% leverage third-party marketing support”
Let Us connect theDots for You
Your Website, Your Face Online
Most financial professionals fall into three website categories
- Don’t have one
- Got one and its fine
- Got one and I need help
How is yours helping you? Is it tied to your email out reach? Do you know who is coming to your website? Are you maximizing lead magnets?
Which category do you fall in?
Everyone Has a Spreadsheet
Do you have a website or do you need one? If you do have a website, are you looking to keep it or replace it?
If you are looking for application creation, same questions apply. Do you have one and need upgrading or replacing? If you do not have one, lets start talking about what you are looking to build.
Everyones Got a Spreadsheet
Now that we have determined the situation with your website, lets start talking about your marketing needs.
We do not want you mired in decisions about Re-targeting , audience targeting or even search engine marketing.
We simply want to know your goals and then we go from there.
