Advisor Marketing Webinar

The Holiday Gauntlet

This is the marketing workshop for advisors who want to go beyond the ugly sweater photo this year.

The holidays are one of the most financially stressful times for households in America. We’re showing you what it looks like to embrace creative, human communication that leaves you well-positioned to make a difference – and grow your business doing it.

Hosted by:

Register Here

Can’t make the live conversation? You’ll get an on-demand recording available sent to your email.

Meet the Hosts

  • Founder of Constellar Creative

    Derek Pollard founded Constellar Creative to help independent financial advisors transform their marketing from “suitsy” expertise to genuine, personal engagement.

    Derek is prized for combining proven storytelling techniques and research-based marketing strategies to convey advisors’ unique value while elevating their messaging from blah to bad#@%*.

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  • Founder of Evergreen Financial Marketing

    Daniel and his team specialize in helping advisors grow and leverage their best asset: trust. His content + funnel process helps advisors scale their relational influence and attract better prospects.

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