Here’s What’s Actually Working Right Now
We studied millions of advisor marketing interactions. Most content gets ignored. A small percentage drives opens, replies, and client conversations.
Samantha Russell is joined by Shannon Charfauros, a Do It For Me Concierge, to share what advisors are sending right now, what’s getting engagement, and the small adjustments making the biggest impact.
You’ll walk away knowing:
- The highest-response outreach windows in the next 90 days
- A content rhythm that doesn’t consume your week
- Subject line patterns getting more opens right now
- Personalization that feels 1:1 without adding hours to your process
- Firsthand insights from a Do It For Me Concierge — what’s working, what surprises advisors most, and what moves the needs fastest
