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Advisor Marketing Makeover: Take your practice to the next level

webcast 2018-06-07

For many advisors, building clients’ nest eggs is a strength. But building their own advisory business often is a struggle.



To be sure, developing and executing an effective business marketing program takes effort. And advisors often complain that marketing is not their strength and outside their comfort zone. Canned or plug-in programs can do some of the job, but a truly custom marketing program with personalized communications is what’s needed to effectively deepen relationships and drive engagement, loyalty and referrals.



Want to put excuses aside and make a change that will work? Join InvestmentNews and a marketing expert from Advisor Group for a special one-hour webcast to learn strategies and tips on how to improve marketing and take your practice to the next level.

View Archived Webcast

Date: Thursday, June 7, 2018

Time: 4-5 PM ET

On this webcast we’ll examine:

  1. Common marketing mistakes advisors make
  2. Strategies to jump-start an advisor marketing program
  3. Developing a strategy and sticking to it
  4. Putting your marketing on auto-pilot

Sponsored by:

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

Please contact us at info_cecredits@investmentnews.com if you have any questions.

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