In Season 2, Episode 1 of That Makes Cents, an eMoney podcast powered by Benzinga, Benzinga’s Spencer Israel speaks Val Rivera, senior product marketing manager at eMoney, and Lou Melone, CFP, managing partner at Budd, Melone & Company

Ask any financial advisor what the top 2-3 challenges of their job are, and chances are most of them will at least mention marketing.

Because it’s hard. Even on a good day, marketing is difficult. Throw a pandemic into the equation and it makes things even that much more complicated.

The theme of Season 2 of That Makes Cents is advisor marketing, and for our season premiere, we wanted to talk about marketing from a high level. What advisors should think about when it comes to forming a marketing strategy, how to go about it, what tools can help, and how to measure your success.

In this episode, Val Rivera and Lou Melone discuss:

How to reach potential clients (6:10)
What tools advisors can use to market themselves(14:15)
How to measure success in a marketing campaign (25:38)

For more information on eMoney Advisor: https://www.emoneyadvisor.com/
For more information on eMoney's Advisor Branded Marketing: https://emoneyadvisor.com/marketing/
For more information on Budd, Melone, & Company: https://www.buddmelone.com/team/lou-melone
That Makes Cents archives: https://info.emoneyadvisor.com/podcast

DISCLAIMER
Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.