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To grow an advisory firm, seminars or workshops have proven to be a consistent way to get new clients. But marketing one can be challenging. On this Elementality, Abby talks with Colton Etherton of Out of the Office Planning about his first seminar experience. Find out how hard it was to set up, what issues came up, and what role Elements played in its success.
By Jordan Haines, CFP®4.8
3535 ratings
To grow an advisory firm, seminars or workshops have proven to be a consistent way to get new clients. But marketing one can be challenging. On this Elementality, Abby talks with Colton Etherton of Out of the Office Planning about his first seminar experience. Find out how hard it was to set up, what issues came up, and what role Elements played in its success.