The Kitces Financial Planning Value Summit (100% virtual) is this Thursday.
No boring PPT presentations. No vendors. No sponsors.
Just successful practicing advisors opening their playbook and SHOWING you how they demonstrate the ongoing value of financial planning.
Today I’m talking about the ONE marketing mistake to avoid in 2023.
It’s the most obvious mistake to see and catch…
…yet also the most difficult to avoid.
If you want to avoid this common pitfall + set yourself up for marketing success next year and beyond, this episode is for you.
Listen to This Episode
Links & Resources Mentioned
- Subscribe to the EIAM Newsletter 📬
- My Client Engagement Standards
- Carolyn McClanahan
- Thatcher Taylor
- Justin Castelli