Master Class #1: Using Gated Lead Magnets as a Pull Strategy

Coaches: Marie Swift, President and CEO of Impact Communications, Jonny Swift, Director of Social/Digital Strategy at Impact Communications, and Claire Akin, President and CEO of Indigo Marketing Agency

Master Class #1, Session #1 - The What

What is a lead magnet? How does it help with lead generation? View examples of how other advisors are using lead magnets. Recorded on February 8, 2022.

Master Class #1, Session #2 - The How

Determine how to create a lead magnet and use it to build your prospective client list. Recorded on February 23, 2022.

Master Class #1, Session #3: The Feedback

Create a lead magnet and share it with the coaches/participants for feedback. Recorded on March 23, 2022.

Master Class #2: Using Email Marketing and Social Media as "Push Strategies"

Coaches: Marie Swift, President and CEO of Impact Communications, Jonny Swift, Director of Social/Digital Strategy at Impact Communications, and Alex Cavalieri, Co-Founder and CEO of Seven Group

Master Class #2: Session #1: The What

Learn how to effectively use email communications and social media to push out content, learn why embrace an automated lead nurture sequence, and see examples of how other advisors are using it.

Recorded on April 27, 2022.

Master Class #2, Session #2: The How

Learn how to get started with email programs like MailChiimp or Active Campaign, how to manage and segment lists, and how to set up automations. Recorded on May 25, 2022.