Build a Digital Growth Funnel with SageContent + Wealthbox

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Join us for a live webinar on how advisors can build an organic, fully automated growth funnel and turn attention into new business. See how SageContent and Wealthbox work together to support every stage of the funnel, from first touch to booked meeting and tracked opportunity.

This webinar will cover:

  1. How to build the 4-stage advisor marketing funnel using plug-and-play tools
  2. Ways to attract prospects into the funnel using video content, email, and landing pages
  3. Where to get started, what to prioritize, and which elements matter most
  4. A practical, real-world example of a funnel implemented for an RIA, including CRM tracking in Wealthbox

Speakers

Nate Hoskin

Co-Founder

SageContent

Chris Kopanski

Head of Customer Education

Wealthbox

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