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.
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
VP, Advisor Growth Marketing @ FiComm