
How does your marketing compare to top advisors? What is Ken Fisher doing that you aren’t? Marketing can be confusing and hard to quantify, so we’ve put together an 18-point checklist to see how your firm measures up!
Join us for an exclusive webinar to go over the most important marketing strategies for 2021 and see whether your marketing gets an A+ or a failing grade.
You’ll also walk away with tips on how to:
- Optimize your site’s SEO
- Grow your email list
- Ask for referrals
- Post on social media
- And more!
If you’re like most financial advisors I know, you’re analytical and data-driven. You don’t just want to know the artistic side of marketing — you want concrete examples of what pulls results.
Meet Your Webinar Hosts

Claire Akin, MBA

Case Studies: Real-World Financial Advisor Marketing Examples
View examples of top financial advisors we’ve worked with!
This Month's Webinar
What We Do and How We Help
Our Total Marketing Package
Join us for an exclusive webinar on how we help top independent financial advisors get more clients and grow their AUM.
We'll review the truth about marketing for financial advisors and exactly what's included in our total marketing package.
Register Now