How Video can Impact Your 2023 Growth Strategy
Includes Q&A - with Duncan, Laura, and Sharon
Tuesday, February 21st at 12 pm ET
Top advisors today are using video as a key component in their growth strategy. Digital media has become one of the most important ways to communicate with clients and prospective clients.
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Attracting and Sifting
2023-01-25 • 20 second read

Attracting and sifting requires more effort than expense. Before you start any of this, get a very high up, nose-bleed view to assess your overall plan and temperament. It’s one thing to have the idea, but do you have the stomach to execute it? It can be frustrating and disappointing, initially. In your strategic planning, jump to the end in terms of what it would look like if you stopped because you were unhappy with the results, or if it took off and caused unintended bursting at the seams. It’s inevitable that it will work, but how long will it take and how much time will it consume?

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