Build the foundation now to thrive in 2026. Join two of the industry's leading fractional executives Charlie Van Derven (CMO, Social Advisors) and Jennifer Goldman (COO, My Virtual COO) for an interactive session designed to align your marketing strategy and operational execution for scalable, measurable growth.

Whether you’re looking to attract ideal clients, improve retention, or finally get the right people in the right seats, this webinar will give you both the strategy and tools to make it happen.

You’ll learn how to:
• Design a 2026 ready strategic plan that bridges vision and execution
• Use marketing visuals (funnels, journeys, email strategies) to drive ideal engagement
• Operationalize your growth goals with clear processes, accountability, and team alignment
• Identify the metrics that truly matter and what to do with them
• Collaborate across departments to accelerate success without burnout

*Bonus: Each speaker will share a free actionable resource to help you hit the ground running.

This isn't a slide heavy lecture. It's a value packed insight driven conversation designed to get you results.

#FinancialAdvisors #Webinar #MarketingStrategy #OperationalExcellence #AdvisorGrowth #SocialAdvisors #MyVirtualCOO #CORE4