After spending many years as COO of an RIA, Kate Holmes, CFP® and Founder of Innovating Advice, discovered she could make a bigger dent in the industry by working with planners and advisors instead of clients. Fast forward 8 years, and Kate has worked with financial professionals in 35 different countries, helping them build their brand and create effective marketing tools.

Kate joins Mike for a discussion on how being your authentic self in your marketing can help you grow your firm and attract more of your ideal clients. In this jam-packed discussion, Kate offers insight on:

  • How to get started with video and podcasts
  • Tips to create a website that stands out
  • Why it’s not too late to innovating and grow during the pandemic

Kate is dedicated to helping advisors learn to grow their business and become thought leaders. Listen to this episode for advice from an expert!