Marketing Masterclass

How to Create an Initial Marketing Offer That Converts Leads

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This session of the Marketing Masterclass will cover:

  • Why “Schedule A Meeting” is no longer enough to convert leads
  • How hyper-specific offers on your website can unlock growth
  • Key elements of the most compelling offers that attract great clients
  • Behind-the-scenes look at how Taylor has grown his firm year over year with just TWO specific lead generation offers
  • Coaching for live attendees on how to elevate your initial offer, and more!

Meet The Co-Hosts

Taylor-Schulte_Headshot
Taylor Schulte, CFP®
Founder, Financial Planner @ Define Financial
Candice Carlton
Candice Carlton
EVP, Advisor Growth Marketing @ FiComm
Carolyn Dalle-Molle
Carolyn Dalle-Molle
VP, Advisor Growth Marketing @ FiComm

Register Now

Save your seat now. We look forward to seeing you on July 18th!

Register here and we'll email you a link to the Zoom room.