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5min chapter
The One Marketing Mistake to Avoid in 2023
Experiments in Advisor Marketing
Introduction
Taylor Schulte: Four years ago, my advisory practice went through a tough but very much needed transformation. The Kitsus Financial Planning Value Summit takes place this Thursday in two days. Carolyn McLean-A-Hand is one of six guest presenters who will be opening her playbook and showing us how they demonstrate the value of financial planning to prospects and clients. Taylor also talks about his marketing plans for 2023 and beyond.
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Discover
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