Ep 19: Live From The Elevate Chicago Stage! The New Age Of Digital Marketing With Monica Breeding

We have a special edition of the podcast today! Instead of a regular podcast recording, this discussion took place at an Elevate event in Chicago, where Tom was a guest speaker. He chats with Monica Breeding about how the pandemic has affected marketing, some best practices for digital marketing, and what we can expect moving forward.

About Monica Breeding:

Monica is the Senior Vice President of Advisor Marketing at Financial Independence Group. With over eight years in the industry, she helps bring new and innovative ideas to marketing, as well as interpret market trends to make the best decisions for FIG.

LinkedIn: https://www.linkedin.com/in/monica-breeding-30160b47/

Key Moments:

1:29 - What Does An Advisor Marketing Team Look Like?

5:07 - Strategies That Monica & Her Team Offer

11:34 - What’s An Engagement Campaign?

16:45 - The Need For Video Marketing

20:48 - Being Authentic

23:41 - Recommendations For Financial Advisors

26:41 - Collecting Data From Webinars

32:42 - APM Digital Coaching

36:43 - Sales & Marketing Trackers

47:34 - Video Content That Has Had Success Outside Of Webinars

52:35 - Tracking KPIs

54:35 - Differences Between Loan Beacon & All Points Media

56:20 - Strategies That Have Come Out Of The Pandemic That Will Continue To Be Relevant

Contact Retirement Inside Out:

Email: [email protected]

Phone: 800-527-1155

Web: figmarketing.com