Learning Center

Developing Your Personal Marketing Plan

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What do you want to be known for? How can you stand out from all the other planners around you? Originally presented at FPA Annual Conference 2019, this lively quick start session provides a simple 5-step process to share what you do with the people who need to hear it. 

  • Using stories to demonstrate your value
  • Finding your best audience
  • Creating an actionable plan for your marketing efforts
  • Using real-world examples, Adam will help you develop a personal marketing plan that is unique to you and your strengths

Adam Kornegay, RCC

Partner, Pathfinder

As a Registered Corporate Coach, Adam helps a broad array of clients, from relatively new advisers to experienced planners. With a background in marketing and business analytics, together with his own experience as a financial adviser, he focuses on all aspects of marketing and business development. Adam believes in the importance of examining everything from the client’s perspective as the basis for good decision-making and building a successful practice.

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Developing Your Personal Marketing Plan
Open to view video.
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Course Evaluation
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available