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Finding Your Voice: Marketing with Purpose and Personality

Session Speakers
Session Description

Why Attend
If you think “marketing” means building a generic website, throwing together a standard services brochure, or just relying on referrals, get ready for a whole new world of opportunity.

Session Details
In today’s era of online branding, your unique voice is what differentiates you and your practice. Finding that voice is the challenge, but once you do, you’ll be able to connect with clients and prospects and earn their trust more quickly and effectively than ever. This session includes practical, hands-on techniques to help you:

  • discover your own voice and why it matters to your clients and prospects
  • communicate who you are, how you help, and why you’re passionate about making a difference in your clients’ lives
  • drive better, more valuable conversations—online and off
  • leverage social media to your advantage (and keep compliance happy about it!)
  • deliver clear, consistent messages that matter

Lauren Klein, a fellow Schwab advisor, will also share how finding her own voice—one that expresses her personal life experience, values, and client relationships—has changed the course and success of her firm.

Additional Information
CPE-1.5 hrs
1h 15m
Session Schedule