Marketing is what makes change happen. It’s the products and services you sell, the clients you serve, the story you tell about your agency. Marketing is what causes a client to choose you over another broker. No, this isn’t about selling advertisements on social media or blasting cheesy email campaigns. We are talking about creating a story that aligns with the characteristics that differentiate you in the market. Without a marketing strategy, you are in trouble.

Using their experience and current roles within their agencies, Jessica Du Bois and Jeff Grocky will pivot between two critical areas where advisors and agencies have the most trouble: brand identity and creating a marketing strategy. They will share actionable ways to align your brand and marketing strategy to match the needs of today’s market.

Key Takeaways:

• How to align your marketing with your brand
• Ways to tell a compelling story about your agency
• How to use digital marketing to bring in more clients