Join us for a ProVisors Panel discussion that leads a practical, actionable discussion on how ProVisors members can jump start their marketing and business development efforts and position themselves for even greater success in the months ahead. Attendees will come away with:

  1. Five actions firms can take right now to raise their profile
  2. A step-by-step guide for building a marketing infrastructure for sustainable client and prospect outreach
  3. Insights on how to create and distribute compelling original content that resonates in today’s environment
  4. A framework for curating content that is personal but also sells your services
  5. How to determine where to spend your business development time
  6. Guidance for one-on-one networking in today’s climate
  7. Best practices for making meaningful connections for business development on video conferences

Presented by Jocelyn Brumbaugh, The Brumbaugh Group, Kenneth Levinson, Levinson and Stefani and Sammy Azzouz, Heritage Financial Services