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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Featuring
Cristina Livadary
Eric Roberge
Mastering Your Compliance Program as an RIA Owner
Mastering Your Compliance Program as an RIA Owner
Your Best Life Starts Here
Your Best Life Starts Here
The Transformative Flexibility of RIA Firm Ownership
Ask Me Anything: Leaving a Broker-Dealer to Launch an RIA
Ask Me Anything: Leaving a Broker-Dealer to Launch an RIA