Modern Marketing: Practice What You Preach

10/18/24 • 29 min

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Developing a sound marketing strategy to build a sustainable growth engine for your business follows a lot of the same principles you advocate for your clients. Investing in a long-term plan, staying patient and consistent, can pay huge dividends for your practice.

Feel free to reach out at 919-561-2436, or email [email protected]. You may also use Garrett’s Calendar Link to schedule a call at your convenience.

Feel free to reach out at 919-561-2436, or email [email protected]. You may also use Garrett’s Calendar Link to schedule a call at your convenience.

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Picture Perfect Sunset Plans

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Each Advisor envisions their retirement and legacy plan in their own unique way, just like their clients. Garrett Layell breaks down the seemingly endless list of options Advisors have for succession planning, and how the top Advisors approach this process to create the best outcome for their practice.

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Decision Tree of Independence

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Veteran industry consultant Scott Steele joins Garrett to discuss the options facing Advisors once they make a decision to go independent. What are some of the questions they face and what are the results of each decision and how they impact your practice? Garrett and Scott walk through the decision-making process to help Advisors better understand the questions they should be asking to get to the outcome they are looking for as simply as possible.

If you would like to discuss this process or explore your options, feel free to reach out at 919-561-2436, or email [email protected]. You may also use Garrett’s Calendar Link to schedule a call at your convenience. And to contribute to organizations aiding the relief efforts in the North Carolina mountains, please visit the Hurricane Helene Support Resource page.