When Soulful Vision Meets Systems That Sell For You

Participants will learn:

• To build a marketing machine. Learn the process to easily create original content to attract ONLY ideal clients.

• How to select a strong technology stack to create momentum that does the marketing for you. 

• Design your Marketing Strategy for 2021 to thrive in a digital world

June 3rd ~ 10:00 AM PT to Noon

Live Interactive Workshop Hosted on Zoom with each session recorded.

Agenda

Create your Ideal Client Journey from Cold Prospect to Raving Fan

Part 1 – Attract Your Who

• Finding Your Ideal Client in a Digital World
• How to Create Authentic Content 
• How to Select Your Technology Stack

Part 2 - Capture & Engage Your Who

• Learn the LOVE Prospecting System
• How to Maximize Your Technology

Part 3 - Design the Ultimate Client Journey

• Serve and Delight Your Clients 
• Service Model & Cost Matrix 
• Ongoing Strategic Communication  

Lisa and Julia’s Journey

^{Julia Carlson and Lisa Dion launched their coaching program, CEO Financial Advisor™ in 2019.  Together their dual approach of business advisor and financial advisor gives you two unique perspectives on how to strengthen your business and evolve from Financial Advisor to CEO.  They coach and advise growth-minded financial advisors to build a sustainable, thriving business with a loyal team, without sacrificing personal freedom.}