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2023 Planning Session
Marketing plays such a crucial role within our firms, but sometimes gets overlooked due to other priorities. We believe any successful plan includes a combination of activities focused around client retention as well as client acquisition.

Within this session we will discuss a number of potential marketing ideas you may want to consider for 2023. Additionally, we will introduce a simple planning resource for you to capture initial planning ideas!

Dec 15, 2022 04:00 PM in Eastern Time (US and Canada)

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