Most of my marketing experiments have failed. But, some have succeeded. From spending tens of thousands of dollars on print ads to hiring a Harvard data nerd to run Facebook campaigns, it’s quite possible I’ve experimented more in the last five years than the average advisor has in their entire career. And this is just the beginning.
Join me as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failures, and interview outside-the-box experts.
Last chance!!!
The Kitces Financial Planning Value Summit (100% virtual) is TOMORROW.
👉 Click here to learn more and join 1,000+ financial advisors at the Summit.
No boring PPT presentations. No vendors. No sponsors.
Just successful practicing advisors opening their playbook and SHOWING us...
Published 12/06/23
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...
Published 04/21/23