Jeffrey Leonard

VP Digital Marketing Strategy
Wells Fargo Advisors

Check out the incredible speaker line-up to see who will be joining Jeffrey.

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Day 2

Wednesday, March 12th, 2014

14:05 Creating The Digital Advisor: Evaluating Their Entire Digital Footprint To Create A More Effective Advisor Given The New Rules Of The Game

• Enabling and equipping agents & advisors with sales enabled tools to communicate with people who prefer to be communicated with digitally
• Discovering how to use local search, advisor web pages, tools online & more to get investors matched up to right advisor
• Utilizing digital to help advisors in step 2 & 3 of the sales buying process
• Understanding how to use digital to create engaging content, build trust and get it in front of prospects at the right time