This is my last reminder to sign up for INVINCIBLE: The Most Direct Path to $1 Billion on May 9 in San Francisco and May 10 in Portland, OR. Yes, it’s a full-day commitment, but it’s designed to make a permanent change to your firm’s growth trajectory.
Meanwhile, here’s one more quick sneak preview of our themes—this time, on marketing planning.
Before we get to the actual planning process, let’s be clear about one thing: If you want to become INVINCIBLE, you can’t be INVISIBLE. Typically, advisors stay within their own little orbit of clients and centers of influence.