Shaping Your Branding Strategy
Includes Q&A
Tuesday, July 25th at 12 pm ET
Join Duncan MacPherson, co-author of The Advisor Playbook and The Blue Square Method, for this fast-paced webinar as he explores the essentials of shaping a powerful branding strategy. Duncan will focus on viewing your brand from your clients' perspective and leveraging that insight to create a compelling and authentic brand.
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2023-03-10 • 20 second read

The most valuable intellectual property in your business is the information you have on your existing clients. What you know about your clients’ goals or aspirations as it relates to their money and the services you provide is important; however, the critical asset is what you know about your client’s family, occupation and recreational interests - this is your clients’ WHY.

WHY haven’t you taken the PMI Assessment? It’s free, and it will help you to identify the Opportunity Gaps that can propel your business to the next level. Take the free PMI Assessment today at: www.practicemanagementindex.com

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