Marketing Masterclass

How to Create an Initial Marketing Offer That Converts Leads


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
  • Coaching on how to choose growth strategies that fit your firm
  • 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, CFP®
Founder, Financial Planner @ Define Financial
Candice Carlton
EVP, Advisor Growth Marketing @ FiComm
Carolyn Dalle-Molle
Carolyn Dalle-Molle
VP, Advisor Growth Marketing @ FiComm

Watch the Replay!

This event was hosted LIVE on Tuesday, July 18, 2023.

Missed out? Submit the form for on-demand access to the recording now.