Creating a Marketing Plan and Budget for Your Financial Advisory Practice

Are you a financial advisor looking to attract and retain clients in today’s competitive marketplace? A well-defined marketing plan and budget can be the key to growing your practice and establishing a strong brand presence. Join our insightful webinar, where Eric Brotman, CFP®, and Sara Lohse, AFC® will guide you through the essential steps of developing an effective marketing strategy tailored to the needs of your practice.

During this interactive webinar, you will gain valuable knowledge and practical tips on how to create a comprehensive marketing plan that aligns with your business goals and target audience. From identifying your unique value proposition to defining your ideal client profile, our experts will share best practices to help you position your financial advisory practice as a trusted and sought-after brand.