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Rethinking Advisor Marketing to Generate More Scalable Growth with Michael Kitces
In this session, we delve into the latest Kitces Research to better understand:

— What financial advisors are actually doing to successfully market themselves
— The typical cost to acquire new clients and how it varies by marketing channel
— Why some marketing strategies are significantly more scalable than others
— The best approach to determine the right budget for marketing expenses for an advisory firm

Feb 3, 2022 09:30 AM in Central Time (US and Canada)

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Speakers

Michael E. Kitces
Head of Planning Strategy @Buckingham Wealth Partners
Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is the Head of Planning Strategy at Buckingham Wealth Partners and is a passionate advocate for evolving, expanding, and institutionalizing excellence in financial planning. In addition, he is a co-founder of the XY Planning Network, the former Practitioner Editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.