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Tales from the Trenches: Marketing That Works for Advisors Today
Presented by Marie Swift,

Every single one of us had to adjust as new realities became apparent in 2020. Despite the challenges, some advisors had their best year ever. In this session, Marie Swift, a highly respected marketing consultant in the financial service industry, will review what’s working – and what’s not – when it comes to client communications and building business through thick and thin. 

Marie’s discussion will review:

•    case studies of advisory firms that had their best year yet despite the challenges in 2020, and share tips, tactics, and metrics from leading practitioners.  
•    Key take-aways from the Conversations That Matter study conducted in late 2020. The study is based on a survey of 342 financial advisors.  
•    Ideas, tools and resources for Mastering the Conversation, creating a marketing growth plan, and embracing modern marketing methods (including video, podcasts, webinars, social media, blogs, online presence, email marketing, lead magnets, targeting and engagement).

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