Image For Activity Cover
2023 Financial Planning Marketing Trends & Lookahead
Course Information
Content Level: Intermediate
NAPFA Subject Area: K-Marketing & Practice Management
Course Description
As an agency, we at Out & About Communications have the opportunity to sit in with the C-Suite of a myriad of financial planning and services companies of various sizes around the country. With this deep awareness of industry shifts and a pulse on digital marketing at-large, we will be pulling back the curtain and sharing more about the conversations and solutions we have every day around practice management and customer experience. Learn what you can do to stay ahead of the curve in 2023.
Learning Objectives
  1. Learn the top three marketing strategy trends, top three content trends, top three design trends, and top three industry trends
  2. Determine tactical ways to enrich your practice management
  3. Review a forecast look into what’s coming and an insider’s perspective
The Out & About Directors' Team