Workshop: Booking business

How to balance marketing and client retention

Bringing in business in the 2020s means bringing your business online. Clients are looking for help navigating changes and their primary means of research will be via the web. Mike Byrnes of Byrnes Consulting and the Financial Planners Association Coaches Corner joins Ruby to share how best to market your services, how to stay ahead of Google’s changes, and the importance of responsiveness to gaining and retaining clients. From video and webinars to social and digital marketing, get ideas for how to build trust and win business.