Strategic Planning for 2025
Includes Q&A - with Duncan
Tuesday, November 19th at 12 pm ET
By refining your plan for the coming year over the next few months, rather than on a Sunday evening over the holidays in December, you'll create a plan that better serves you and your team, is more actionable and predictable, and consists of goals that are balanced, clear and attainable.
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Skate to Where the Puck is Going
2024-03-18 • 2 minute video

Discover the transformative strategies Alex employs to help financial advisors not only elevate their branding and stand out in a crowded market but also harness the power of client engagement through testimonials and reviews. Delving into the philosophy of "skating to where the puck is going," this discussion explores the dual importance of marketing for both attracting new clients and retaining current ones.

This is an excerpt from episode 55 of the Always On with Duncan MacPherson podcast featuring Seth Diener, owner of Diener Money Management, and Alex Lerch, director of Oak & Stone Advisor Marketing.

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep55

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