Kristi Toland, AssetMark’s Director of Advisor Marketing and James Pollard, The Advisor Coach
Unfortunately, Financial Advisors are too often, in the words of Michael Kitces, “really, really bad at marketing”. Thankfully, it’s much easier to avoid costly mistakes and wasting your time if you know what you’re doing. In this webinar, we tap two experts who have sent millions of emails and deployed hundreds of Financial Advisor media campaigns, AssetMark’s Director of Advisor Marketing, Kristi Toland and James Pollard, The Advisor Coach. Earn 1 CE credit while learning what NOT to do -- and how growing FA's use marketing to scale their businesses in 2022.
The topics covered will be: