Brad Johnson, co-founder of Triad Partners and host of the Do Business. Do Life. podcast, spends a lot of time coaching growth-focused advisors facing both opportunities and challenges.
The same is true for Jay Coulter, CEO of Titleist Asset Management and host of the Resilient Advisor podcast. Coulter has dedicated his career to helping independent financial advisors build stronger, more valuable businesses.
Their work centers on a core belief that when advisors are empowered to build their business their way, they create lasting impact for themselves, their clients and the communities they serve.
Both experts will be joining ThinkAdvisor at 1 p.m. Eastern on Nov. 20 for a live webcast presentation focused on what’s in store for growth-focused RIAs in the years ahead. They will be joined by Carrie Roso, chief marketing officer at FMT Solutions, who harnesses the power of education to connect fiduciary financial advisors with individuals seeking financial guidance.
As the panel will explore, advisors face immense pressure to be active across social media platforms and digital channels as they pursue their growth goals. But spreading their marketing efforts too thin dilutes the message and ultimately fails to attract the right potential clients. It's time for a more strategic approach.
True success, the experts agree, comes from identifying and mastering high-quality channels where ideal prospects are most active. This focused strategy not only saves time and resources but also generates more qualified leads, allowing advisors to dedicate more energy to serving existing clients. Advisors can also use this approach to better protect their work-life balance and ensure that oversight of the business is an enjoyable process and not a daily struggle.
Registration for the event is now open. Advisors who can’t attend the live event can sign up for later viewing on demand.
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