Watch the Replay!
This event was hosted LIVE on Tuesday, October 17, 2023.
Missed out? Submit the form for on-demand access to the recording now.
This session of the Marketing Masterclass will cover:
- Why knowing your firm’s actual budget can unlock faster growth
- Implementing a strategic lens on ROI and spending
- How to calculate your firm’s actual budget
- Example budgets to validate and inspire your own
- Live coaching on how to think about your budget and spend!
Meet The Co-Hosts
Arlene Moss
Executive Business Coach @ XY Planning Network
Candice Carlton
EVP, Advisor Growth Marketing @ FiComm
Carolyn Dalle-Molle
VP, Advisor Growth Marketing @ FiComm