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Building Your Marketing Plan
Marketing plays a crucial role within our firms, but sometimes gets overlooked due to other priorities. We believe any successful plan includes a combination or activities focused on client retention and acquisition. Within this session, we will discuss some marketing ideas for you to consider for 2024. Additionally, we will introduce a simple planning resource for you to capture initial planning ideas!

Oct 19, 2023 01:00 PM in Pacific Time (US and Canada)

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Speakers

Derenig Kostikian
Vice President, Business Consultant @AssetMark
Derenig Kostikian has over 15 years of experience in the financial services industry. Most recently, he was a consultant at one the nation’s largest independent broker dealers serving over 2,000 financial advisors. Before that, he worked as a retirement consultant at a smaller broker dealer that was a wholly owned subsidiary of one of the Nation’s largest insurance providers. Derenig earned a Bachelor’s degree in Management from the University of Massachusetts, Boston. He also is a Certified Financial Planner and Certified Plan Fiduciary Advisor and holds series 6,7,63, and 65 securities licenses.