Join us for an intimate one-day workshop centered on creating a comprehensive, growth-focused marketing and communications plan for your practice in 2015.

85 Attendee Maximum

Join a small group of proactive advisors in an intimate, workshop setting. Together, our team will help you work through 5 core pieces that will let you and your business face 2015 with focus, energy, and purpose.

No Sponsor Presentations Will Be Given

It was important for us to keep our presentations and materials laser-focused on what we determined to be the critical aspects of your growth plan for 2015. So you get the most value from our brief time together, the workshop will be exclusively conducted by Platinum’s leadership team.

Easy in. Easy out.

You have a practice to run, and 2015 is right around the corner! The 2015 Accelerated Growth Workshop will be held at the Hyatt Hotel conveniently located inside the Orlando International Airport.

One-Day, Action-Packed Agenda:

Part 1: Branding and Messaging

For your marketing efforts to be completely effective, the proper foundation must be laid through your branding and messaging. This part of our workshop will help you analyze and adjust your current branding so it attracts ideal prospects.

Part 2: Niching Down

If you try to serve everyone, you effectively target no one. Regardless of where your practice is located or what type of business you run, there is likely a profitable niche you could serve with a little extra planning and effort. We will help you discover and capitalize on a unique niche.

Part 3: Conducting Effective Meetings

Whether a first appointment, second appointment, or client review, what can you say and do that will dramatically increase the amount of business you write? During this part of our meeting, you will learn the sales strategies and tactics that make it possible for Fross & Fross Wealth Management to attract $60 million in new assets to their firm every year.

Part 4: Communications Planning

Top-performing advisors stay in front of their clients year-round. But with so many ways to communicate, how can you decide what is right for your firm? Mail? Email? Social Media? Phone? This workshop will help you develop an effective communications plan for 2015 that will fit your schedule and budget.

Part 5: Digital Strategy

It’s no secret that the Internet is vital to a modern marketing plan. But where should your time and money be invested? During this part, you will discover which forms of digital media are best for your firm, and will learn to leverage your website, video, social media, and even online lead-gen programs.

Part 6: Event Marketing

Have you tried events without success? Or do you wish your events were more profitable? This powerful section of our program will help you plan impactful client events, public events, intimate social events, and even charity events for the entire year ahead.

Make 2015 productive and profitable. Get started by attending the 2015 Accelerated Growth Workshop

Register Now!