Did you know...
95% of prospective clients (PCs) are willing to consider advisor-provided content as trustworthy.
70% of PCs prefer getting to know a financial advisor via content rather than ads.
60% of PCs feel more positive about a financial advisor after reading valuable content on your website.
47% of PCs consume three to five pieces of content before engaging with a financial advisor.
Join Horsesmouth executive coach, Chris Holman PCC…and Charles Sherry M.Sc., as they discuss how to use timely and educational financial content to attract clients who value the same.
More specifically, they will cover:
Chris Holman PCC
Chris Holman, a Horsesmouth Executive Coach, leads the coaching groups. Chris began his career with EF Hutton, has 38 years experience in financial services and counts more than 2000 advisors and advisory teams as his clients. He is a credentialed member of the International Coach Federation and specializes in guiding advisors to create their own success and greatness.
Charles Sherry M.Sc.
Charles Sherry, MSc, is a financial writer who is passionate about delving deep into the markets and leveraging communication to improve the client experience. He has almost 25 years of industry experience, including six years authoring the highly-rated Schwab Market Update. Charles is a writer and speaker who works primarily with financial advisors, providing timely content for newsletters, blogs and social media. The goal: bolster client engagement and increase advisor visibility. Learn more at www.financialjumble.com or contact him at email@example.com.