A tiny checklist full of big ideas for growing your local financial advisory or consultancy business in 2024.
- How to use software to curate, collect and feature your best client testimonials, reviews and endorsements
- How to start a newsletter for your financial advisory practice (and the 3 types of newsletters and email marketing outreach that are most effective right now...and should continue to trend way up, in 2024)
- A better website strategy for financial advisors active on social media (ideal for folks using linktree or similar services to promote your practice)
- Beautiful social media templates you can use to level up the aesthetic of your brand and business on social media (and with your own clients)
- Wrong answers only! (guru gimmicks, bad ideas, big mistakes and stuff that doesn't work.....but is often advertised as the secret solution you've been looking for :) Stuff that is doomed to disappoint - and yet, so many of us try it anyway)
- Community Q and A (private audio feed for south jersey professionals only)
Coming in January of 2024 (less than 2 weeks away) so sign up and join us - you'll be notified by email when the checklists - and audio series (private audio podcast - for members only) is released!
Tiny lists. Big ideas. For busy South Jersey professionals in a hurry. Join us!