Andrew Braun, general manager of marketing at Netwealth, will discuss simple yet powerful techniques to help you develop a marketing strategy, key messages to help you differentiate your business, and tactics to grow and retain your customer base. 

 

1. Webinar recording

2. Persona Mapping template

This template can assist you in better understanding the type of clients you want to target. It can guide the marketing activities required to generate leads and improve loyalty amongst your existing client base.

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3. Podcast recording

4. Webinar slides

This webinar is part of a monthly series. Stay tuned for an invitation to next month's webinar. If you are not receiving invitations to Netwealth's monthly educational webinar series, please contact us to subscribe to the relevant updates.

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Previous webinar recordings

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• Growing your firm's future from the ground up
• How to extend financial education to the entire family