Join us for the Powerhouse Marketing session featuring James Kaiser, Wealth Management Advisor and co-founder of Gamma Wealth Partners in Montana.
Since joining Northwestern Mutual in 2008, Gamma Wealth Partners has honed its expertise in serving pre-retirees, business owners, and the dental market.
James led Gamma Wealth Partners through a major transformation, transitioning from a DBA to an Ensemble.
This involved:
Launching a new website
Designing a new logo
Completely revamping their brand
What You'll Learn:
How building powerhouse marketing requires a powerhouse team and unwavering commitment to your vision.
Valuable insights on developing a firm’s name and navigating the rebranding process.
Strategies for continuing to grow your practice, especially if you’re considering a teaming model.
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17 окт 2024
