Insights

Posted on July 16, 2018

Webinar: Simplify to Move the Needle With Your Marketing

July 12, 2018

Building a brand that investors inherently trust is not as easy as it once was. With more exposure to new services, more ways to educate and evaluate options, and less time to make decisions, attracting new clients has become as much of a science as it is an art.

In this webinar, Melissa Mroczek, Vice President of Advisor Marketing for Carson Group, and Joe Steuter, Vice President of Marketing Communication for Carson Group, share:

  • What potential clients are looking for from their advisor and, more importantly,
  • How firms can eliminate the complexity of their marketing plan
  • Which three needle-moving activities to drive more conversions
  • A simple marketing action plan that drives better ROI and reduces ADD (Advisor Distraction Disorder)

View webinar recording

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