Register for the April 2 WIN Webinar
Marketing should evolve as your career evolves. What works in Year 1 will not sustain you in Year 6.
In this session, Megan Hand, CFP®, shares how her marketing strategy shifted as her business matured, from building credibility and visibility early on to deepening relationships and driving referrals over time.
Attendees will learn how to align messaging, channels, and tactics to their current stage of growth, avoid common missteps, and make intentional shifts that support long-term success. Participants will leave with practical actions they can implement immediately.
About our host
Megan Hand, CFP®
Financial Advisor and Founding Partner
Grace Financial Strategies, LLC
Megan is passionate about educating and empowering her clients to help them pursue their financial goals and protect their loved ones. She has been working in financial services since 2012. Megan holds her Series 7 and Series 66 license and is a CFP(R) professional.
Outside of the office, Megan enjoys coaching youth sports, skiing, running and exploring the great outdoors of New England with her husband and two children. A graduate of Colby College, Megan and her family live in Vermont.
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