Marketing...the enemy of so many independent financial advisors. But really, marketing—with the power to make (or break!) your reputation, bring in more clients, and so much more—should be your hero, not your villain.
In this on-demand recording, XYPN members Cristina Livadary and Eric Roberge will teach you how to effectively leverage marketing to build a better financial planning firm.
Initial Marketing Plans
Generating New Clients
Producing Content in Year One
Importance of website in marketing funnel
Social media channels
Organizing and managing marketing calendars
Budget and resources for marketing
Ramping down marketing
Marketing & Niches
Finding & Using Your Network
Referral rates and asking for referrals
Compliance for marketing
Paid leads and paid ads
Personalizing Your Brand
Words of Wisdom
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