If your ideal prospect is someone who books a meeting after watching a video…
If you’ve ever said, “I just want to wake up and see appointments on my calendar”…
Then you’re probably a Digital Marketer at heart.
And good news — this style of advisor is winning big right now, because the tools, tech, and timing are finally working in your favor.
You’re a Digital Marketer if:
You’d rather scale a funnel than chase a lead
You believe education builds trust — and tech can deliver it 24/7
You’re good with tools like Calendly, CRM systems, or automated campaigns
You want a business that works even when you're not in front of it
This style is less about cold outreach or public speaking — and more about strategic leverage. You’re building something that attracts, nurtures, and converts.
You want systems that automate engagement and fill your calendar without you having to knock doors or dial for dollars.
Top-performing programs include:
Video Sales Letter (VSL) Funnels – Short-form videos that educate and convert, then drive to a call
Evergreen Webinar Campaigns – Pre-recorded workshops that run 24/7 with built-in registration flows
Automated Drip Systems – SMS + email sequences triggered by behaviors (clicks, opens, downloads)
Online Lead Flows with CRM Integration – Real-time annuity or retirement leads + nurture logic
These campaigns are ideal for advisors who understand that digital consistency beats manual chaos.
Digital Marketers thrive when their tools are doing the heavy lifting.
Here’s how they win:
Landing pages with a single offer (and zero distractions)
Calendar-first CTAs that lead directly to booking
Progressive data collection so you gather more info as they engage
Lead scoring or tagging to identify high-interest prospects fast
It’s all about making the process feel frictionless — while still capturing intent and contact info effectively.
Great follow-up is what separates “just a lead” from a booked appointment — and you’ve got automation on your side.
✅ Recommended tactics:
Pre-appointment email/SMS drips with value-add content
Video reminders to boost show rates
Re-engagement workflows for people who ghost or click but don’t book
Dashboard tracking so you can see what’s converting and where to optimize
Your calendar becomes your scoreboard — and the right follow-up makes it consistent.
If this all sounds familiar — if you love systems, automations, and leads that show up ready to talk — you’re probably a Digital Marketer at heart.
Not sure? Let’s find out together.
👉 Click here to discover your advisor style and get matched with the best lead programs for you