Not sure where to start or what belongs in your 2027 marketing plan?
Between AI tools, new platforms, and every channel promising to be the silver bullet, advisors have more marketing options than ever and less clarity about which ones will actually work for them.
In this live session, Kristen Luke and Meagan Evertson will walk you through a step-by-step process for cutting through the noise and choosing the activities that fit your ideal client, your team, and your firm. Bring your questions, and leave knowing exactly how to decide what belongs in your 2027 plan and what you can skip.
LIVE SESSION DETAILS
When: Wednesday, December 9, 2026, at 12 p.m. PT (one hour)
Cost: Free
Format: Live Zoom meeting, cameras welcome, no replay available
Who should attend: Owners, advisors, and marketing staff who are responsible for bringing in new business but don’t have a clear plan for doing it
What you’ll learn:
Why your ideal client profile should be the filter for every marketing decision
How to take an honest inventory of your budget, team capacity, skills, and compliance constraints
Six criteria for evaluating each tactic, including client journey stage, execution model, time horizon, and budget
A simple way to check your plan for balance between short-term wins and long-term pipeline building
Why breaking your annual strategy into quarterly cycles helps you make steady progress without getting overwhelmed
Space is limited, so register early.
Frequently Asked Questions
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No. The live session is free to attend.
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The session is for owners, advisors, and marketing staff who are responsible for bringing in new business but don’t have a clear plan for doing it. If you aren’t sure where to start or what belongs in your 2027 plan, this session was built with you in mind.
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This is a live Zoom meeting. Cameras are welcome but not required, so you can join face-to-face if you like.
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No. The session will not be recorded, so plan to attend live.