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Marketing should evolve as your career evolves. What works in Year 1 will not sustain you in Year 6. In this session, Megan Hand, CFP®, shares how her marketing strategy shifted as her business matured, from building credibility and visibility early on to deepening relationships and driving referrals over time. Attendees will learn how to align messaging, ... Read more |
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In this Conversations That Close session, Angela Robinson shares her planning approach to move client conversations beyond products and into long-term, values-driven strategy. Angela will walk through the conversations and frameworks she uses to address the eight core Life Planning issues, helping clients clarify what truly matters and build plans that align with their goals. ... Read more |
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