November 2019 MPC Thumbnail - RecordedHow to Become a Marketing Master (No Experience Needed)

Marketing...the enemy of so many independent financial advisors. But really, marketing—with the power to make (or break!) your reputation, bring in more clients, and so much more—should be your hero, not your villain.

In this on-demand recording, XYPN members Cristina Livadary and Eric Roberge will teach you how to effectively leverage marketing to build a better financial planning firm. 


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In this recording

Listen as Cristina and Eric share their advice for:

  • Generating new clients
  • Organizing and managing your marketing calendar
  • Finding and using your network
  • Referrals - to ask or not to ask
  • Producing marketing content in year one
  • And much more!

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