Thank you for attending my March 2023 presentation for Valmark!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading Materials:
- Crafting A Communications Matrix To Refine Client Investment Communications For Stronger Relationships
- Updating Advisor Marketing For A New Niche Without Alienating Existing Clients
- Kitces Report: How Financial Planners Actually Market Their Services
- The Most Efficient Financial Advisor Marketing Strategies And The True Cost To Acquire A Client
