Join our panel of marketing experts featured in the July issue of the Journal of Financial Planning as they share common marketing fails that financial planners can sometimes make. While focusing on other people’s mistakes, the panel will discuss lessons learned and how they can be positively transformed into successful marketing strategies. The discussion will include a lively audience Q and A, and will be moderated by an FPA volunteer.

Level of Complexity: Overview - General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

Course Information
Date Presented:
July 25, 2018 2:00 PM Eastern
1 hour
FPA Member Price:
Non-Member Price:
Journal in the Round- Marketing
Speaker Information
Sonya Dreizler CFP  [ view bio ]
Courtney McQuade  [ view bio ]
Zoe Meggert  [ view bio ]
Individual topic purchase: Selected
This course is no longer available for purchase.