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MicroStrategy (MSTR) Q1 2024 Earnings Call Transcript

The Motley Fool

I am Shirish Jajodia, vice president of investor relations and treasury at MicroStrategy I'll be your moderator for MicroStrategy's 2024 first quarter earnings webinar. Some of the information we provide during today's call regarding our future expectations, plans, and prospects may constitute forward-looking statements.

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Lock in Success: Your 2025 Marketing Game Plan

Indigo Marketing Agency

It lets you explain complex topics in a way that feels personal and relatable, helping you connect with clients and prospects on a deeper level. For financial advisors, incorporating video into your strategy can make all the difference when it comes to client retention and attracting new prospects. That’s why video is so powerful.

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5 Steps to Client Retention for Financial Advisors

Indigo Marketing Agency

Host quarterly webinars where clients learn more about your firm, ask financial questions, and get real-time answers. Leverage various communication channels to ensure clients receive information in a manner that suits their preferences, whether through email, social media , or a dedicated client portal.

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How Focused Marketing and Top-Tier Advice Doubled Erin Scannell’s AUM to $4B in Just 4 Years

Steve Sanduski

We also discuss how Erin’s role has evolved from lead advisor to CEO, as well as leveraging tech to help advisors move up the value stack and address client’s higher-level advice and life needs. Using geofencing, social media, AI, and other tech to reach more ideal prospects. So we offer written recaps after the fact.

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How To Grow Your Retirement Business In The 2020 Economic Crisis (Webinar)

Indigo Marketing Agency

And we do everything from run their website, create their content, help them create webinars, do all of their social media postings. Here are the four key areas that we find advisors can really bring some true value to their clients and prospects in. So we help position them as the go-to expert in their individual area of expertise.

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How Pure Financial Advisors Built a $7 Billion Organic Marketing Machine That Generated >45,000 Leads in 2024 with CEO Joe Anderson

Steve Sanduski

In a Nutshell: Building a corporate marketing machine that delivers a consistent stream of high-quality prospects and new clients is pretty much every advisor’s dream. How Pure handles prospects, from the moment they walk in the door until they’ve signed up with the firm. Because marketing is 2 plus 2 equals 6.

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5 Proven Marketing Strategies to Attract More Clients As a Financial Advisor

Indigo Marketing Agency

Leverage Social Media Platforms Social media is an essential component of any financial advisor marketing plan in the modern era of technology, helping you to stay in touch with current and future clients. Email marketing is a sure-fire way to keep in steady contact with your clients and prospects.