What do buying a car and creating your 2026 marketing plan have in common?
More than you might think.
You wouldn’t just walk into a dealership, grab the shiniest car on the lot, and drive off. You’d ask questions, compare models, check the mileage, and make sure it fits your needs.
Your marketing plan deserves the same care.
The best plan isn’t always the flashiest — it’s the one that gets you where you want to go efficiently, reliably, and without breaking down halfway through the year.
That’s exactly what this replay will help you build.
In this session, you’ll learn how to:
- Evaluate the 12 growth channels top advisors are using today
- Choose the right strategy for your team size, goals, and market
- Identify your ideal client and reach them with the right campaigns
- Design a scalable growth plan that supports long-term success
- Lower your client acquisition costs (CAC) without lowering results
Meet Your Instructors
Matt Hicken and Megan Spackman have worked with solo producers, billion-dollar teams, and everyone in between. With decades of combined experience coaching advisors, they’ve helped practices nationwide scale their systems, design smarter prospecting plans, and bring in more AUM with less waste.
Matt Hicken
Sr. VP of Consulting
Bill Good Marketing
Megan Spackman
Success Coach & Consultant
Bill Good Marketing
