While 2022 was refreshingly different, we can all agree it’s been a heck of a ride. As the economy shifts, your business is impacted. And how you measure success needs to shift, too.
On this Advisor Video Academy, financial advisor marketing expert Zoë Meggert, founder of Perfectly Planned Content, will share how she’s shifting strategy in 2023 for her top producing teams.
➡️ Which KPIs you should watch in 2023
➡️ Which KPIs need to change
➡️ The best advice for planning your 2023 marketing strategy