Some of the best marketing plans can come from emulating successful advisors. What’s even better is not having to pay outside marketing firms thousands of dollars while still risking mediocre results.
Our September roundtable will feature five advisors who each have a unique and repeatable marketing strategy for finding new clients to serve with IncomeConductor.
During this session you will learn about:
- How to develop marketing partnerships
- How client appreciation events generate new leads
- How to offload the cost of marketing from your practice
- Positioning yourself as your client’s primary source of info
- Marketing to leads who may already have an advisor
Featured guests:
- Albin Campbell | AB Campbell & Associates, SAI
- Anthony Bartlett, ChFC®, RICP® | Bartlett Wealth Mgmt, CIR
- Blake Davelaar, CFP® | Allworth Financial
- John Halterman | Beacon Wealth Management, CIR
- Steve Kellar, CFP® | IHT Wealth Management, LPL