Marketing can play a pinnacle role in overcoming the four most common challenges facing advisors today: growth and profitability, talent retention, succession planning, and mergers and acquisitions. As our firm works with advisors to navigate these core challenges, we often field questions about how and where to invest finite resources like time, money, and energy.

In this presentation, FP Transitions’ Eric Godes is joined by FMG Suite’s Chief Marketing Officer, Sarah Theder, discuss how to incorporate marketing into your overall growth strategy. They’ll explore:

• • How and why growth-oriented firms are building powerful brands
  • What advisors should consider when allocating marketing dollars
  • How much client acquisition and retention impacts business value
  • What a properly executed marketing plan should entail