Marie Donovan, BizEquity's Director of Customer Success, and Gwendolyn Legendy, Sr. Director of Marketing, hosted a webinar to help financial professionals more effectively market the business valuation services they offer through BizEquity.
Check out some key takeaways below, or watch the full recording to learn more about engaging new business owners, using business valuation to differentiate yourself from the competition, and developing a successful marketing approach based on pressure-tested strategies from BizEquity's own client base.
4:32 - Why it makes sense for financial professionals to work with business owners
5:45 - The critical importance of developing a marketing strategy
8:10 - How to identify your ideal business owner client
11:40 - Four ways you can use email to stand out
15:50 - How to develop a content calendar that encourages consistency and drives engagement
18:50 - How to take advantage of one of the most powerful marketing strategies for attracting business owners: building relationships with centers of influence
21:30 - How to take full advantage of BizEquity's marketing materials
23:45 - Six tips for getting started with your marketing strategy right now
27:25 - Q&A
