10 SECTIONS

Landing New Clients

Introduction

Building Trust

Course Recap

Your Host

Ariel Veltre

Ariel works on the Success Team at Snappy Kraken. She uses her extensive background in marketing to help advisors develop strategies to reach and connect with their audience. Ariel loves to help a business flourish by implementing a strong marketing strategy.

Prerequisites

Watched Turning Followers Into Prospects course
Launched a Lead Generation Campaign
Launched a Visual Insights Newsletter Campaign

Key Takeaways

Materials from the Video

Launch the Personal Connection Appointment Request Campaign

A new lead has downloaded your guide. Now what? Connect with new leads by inviting them to a free Personal Q&A Session. This video will help them understand the session’s value.

View the Campaign

Utilize Your Resources

Our Success and Support teams are to help you in a variety of ways. There are a lot of elements to digital marketing and we don’t want you to go at it alone. Become familiar with our teams resources.

Check Out the Success Center