Course Overview

Description: If your marketing efforts are feeling a bit blah lately, then join us for some marketing inspiration with Coach Carolyn Dalle-Molle! This section provides a few ideas that you can use to get inspired and view your marketing with fresh eyes. 

Learning Objectives/Outcomes: After taking this course, you’ll be able to: 

  1. Analyze your marketing in the last year from a quantitative and qualitative perspective.
  2. Create an actionable marketing plan for the next year.
  3. Implement marketing strategies used by experienced firms


Intended Audience: Advisors seeking marketing inspiration