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, channels, and tactics to their current stage of growth, avoid common missteps, and make intentional shifts that support long-term success. Participants will leave with practical actions they can implement immediately.
