Marketing and Process that Drive Real Growth

Learn how Brandon Welch, MBA, CFP®, built a thriving advisory practice in just a few short years by rethinking the client experience, prioritizing process, and using educational marketing to stand out. In this Covisum Conversations session, he shared how a clear, consistent process and a focus on tax planning as a differentiator have fueled his success—and how you can apply similar strategies to grow smarter, connect deeper, and deliver greater value to your clients.

What You'll Learn:

• Effectively deliver seminar marketing that connects with the right prospects
• How to integrate tools like Tax Clarity® into your process to identify meaningful planning techniques
• Lessons learned from launching and growing a client-centric advisory practice

Walk away with ideas you can put into practice immediately.

The live webinar was recorded on Thursday, August 7 AT 11 AM CT. Complete the form to watch now. 

For Advisor Use Only - Not intended for the general public.