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Go for Marketing Gold: Your Roadmap to Wow'ing Clients

Available On Demand


Just in time for the Olympics, join us to elevate your marketing game! This high-energy webinar is designed to help advisors discover winning strategies and gain insider tips from Samantha Russell and Susan Theder to attract prospects and wow existing clients. Whether you're a seasoned pro or just starting out, you’ll gain actionable insights to make your marketing shine. ⭐

You’ll walk away with:

  • Winning Ways to Gain New Clients: successful strategies that advisors rave about!
  • Client Engagement Gold: proven strategies to keep your clients engaged and loyal
  • Medal-Worthy Content Ideas: timely, creative content ideas for summer and beyond
  • New Knowledge About Using AI in Your Marketing: to streamline your efforts across all channels

Plus, a top advisor will share their personal playbook for scoring a perfect 10 in your marketing.

Don’t miss this chance to elevate your marketing game. Sign up now and get ready to go for the gold!

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by


Susan Theder
Chief Marketing and Experience Officer

Samantha Russell
Chief Evangelist

patti.jpgPatti Brennan CFP® 
Key Financial, Inc

Shannon Rosic - Host
Director of WealthStack Content & Solutions




TAGS: Resources