How Schlipman Wealth Combined Marketing Efforts to Jumpstart Growth and Increase Site Traffic by More Than 800%

Look at the seeds you're planting. Be consistent with it, give it some time. Have a consistent game plan to your marketing.

If you're wondering how to increase your digital presence and local reach, this case study offers practical examples of how a Carson Group Partner firm uses Carson Group's marketing materials in conjunction with their own local efforts. Mark Schlipman, CEO and founder of Schlipman Wealth Advisors, talks about how to reach clients on a head and heart level.

You'll learn:

  • Why retargeting is such an essential piece of keeping prospects' attention.
  • One surprisingly popular section you should add to your newsletter.
  • Why patience is key in advisor marketing.