Check out 4 ways we’re bringing you the heat this summer ??
Stephanie Bogan
High-Performance Business Coach to advisors, leaders & founders | Author, Speaker, Entrepreneur
We’re bringing the heat with this edition of Monthly Mojo - focused on actionable ways to up your growth game.? From mindset mastery to pressure-tested marketing tactics to a free invite to this year’s Summer Series on how top firms are driving growth in sit downs with the industry’s top marketing leaders. So let’s get right into it…
Something Better You: 4 Ways to Accelerate Growth This August
The Advisor Growth Revolution is already happening. I’m inviting you to attend the Limitless Summer Series to make sure your firm doesn’t get left behind.
Thanks to the golden age of digital advancements, your firm’s potential for growth is unlike anything we’ve ever seen before. But the question is…how, exactly, do you harness the power of the changing landscape to drive profits and stand out from the crowd?
I’ve gathered some of the industry’s best and brightest marketing minds, practice management pros, and growth gurus to offer you a jam-packed webinar series focused on the trends, topics, and factors propelling firms into the stratosphere of successful growth. So join us starting August 8 for the event of the summer you won’t want to miss:
Robert J. Sofia & Kelly Waltrich on Positioning: Say Goodbye to Sailboats: Positioning Your Firm to Stand Out in the Digital Age
August 8th | 12:30 pm MT
Megan (Meg) Carpenter & Samantha Russell on Packaging: How to Package Your Message & Lean into Channels that Play to Your Strengths
August 15th | 12:30 pm MT
Michael Kitces on Process: Reimagine the Client Lifecycle to Drive Growth, Profits & Personal Success
August 22nd | 12:30 pm MT
Angie Herbers & Penny Phillips on People: Turning People into a Growth Accelerator: a Modern Model for Attracting, Retaining & Growing Talent
领英推荐
August 29th | 12:30 pm MT
Something Old: Guidebook – The 7 Mindsets of Success
In all the time I’ve spent coaching, from start-up advisors to multi-billion dollar firm partners to CEOs of major financial institutions, I’ve consistently seen the same seven mindsets set top achievers apart from the pack. In this guidebook, I outline what they are and how you can master them to step into a bigger, better future.
Something New: How Advisors Can Scale Their Businesses
I had the chance to chat with Suleman Din for AdvisorEngine’s Action! magazine about one of the biggest challenges we help our clients solve – trying to grow and scale while still building critically important “relationship alpha” and maintaining an incredible client experience. Check out the article for three key tips you can put into practice right away.
Something Borrowed: 5 Advisor Marketing Tactics That Actually Work
Recently, my friend and upcoming Summer Series expert, Samantha Russell, polled her extensive network of financial advisor contacts to uncover the marketing tactics driving the most success for their firms. In this article, she outlines the top five, including practical implementation tips and real-life case studies.
Turning up the heat ??
CEO & Co-Founder of Ficomm Partners, LLC | Host of Growth Leaders of Wealth Management Podcast
1 年This Summer Series lineup is definitely bringing the heat! Thank you Stephanie Bogan for organizing and leading this amazing, FREE, learning series for advisors who want to accelerate growth and reach their full potential ??