“The past is where you learned the lessons. The future is where you apply the lesson. Don’t give up in the middle!” ~Dale Carnegie
Today I’m sharing three lessons I’ve learned while adding $550k of new revenue in the last 36 months.
I’m also sharing the exact improvements we’re making as a result + a new marketing tactic I’m experimenting with.
If you’re ready nerd out on some marketing with me so you can reach and help more people, today’s episode is for you.
Did you Miss The 2023 Kitces Marketing Summit? Grab the REPLAY 👇
We had over 700 advisors join us this year!
Each of our guest presenters did an incredible job showing exactly show how they:
- Engage with COIs;
- Receive referrals from clients;
- Conduct educational seminars and workshops; and
- Utilize third-party lead-gen services to attract clients!