The Digital Shift Book

The Digital Shift: How financial advisors can survive the digital marketing shift happening with A.I., data privacy, and the consumer trust fallout

The digital shift is a guide to helping you navigate the changing landscape of digital marketing for financial advisors. It includes step-by-step walkthroughs, examples, and downloads so that you may get a hands-on and practical understanding of the material.

the digital shift book

The digital shift provides a holistic view of the current and future state of marketing. It doesn’t just focus on one specific channel or tactic but rather looks at how all channels and tactics work together to drive results.

This is done by looking at where we are today in terms of technology, strategy, and tactics and then looking forward to predicting what will happen next. The result is a guide that helps you adopt a more integrated approach to your business so that you can better navigate the changing landscape.

It is an evolution of marketing, sales, and technology all working together to provide value for your clients.

Don’t get left behind! The future is happening now!

Free on Kindle Unlimited

Inside the book you’ll learn:

  • How To Navigate The New Digital Landscape
  • What Lead Us To The Digital Marketing Shift
  • How To Navigate The New Digital Landscape
  • The True Meaning of Having a Target Market
  • Creating a Value Proposition and Brand
  • Content Distribution and Educating Your Audience
  • Creating an Irresistible Offer
  • What You Need To Understand About Data and How to use it
  • Developing your Marketing Plan
  • What the Future Of Marketing Looks Like


You haven’t heard it put out there like this before! The digital shift is a guide for those in the finance industry who want to survive and thrive in the digital age. It’s all about understanding how people buy today and preparing for what’s to come.

The days of interruption marketing are gone! Start understanding what’s necessary now before you end up playing catch up!

Get the Digital Shift Today for You or Your Team!

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