Dear Advisors,
As we approach the end of the year, I’d like to take a moment to recognize the dedication and focus you’ve shown in building and strengthening your brands. From setting up solid marketing plans to actively using our resources and tools, you’ve demonstrated a commitment to growth and excellence that’s truly inspiring.
A special thank you to the inaugural Marketing Expert Program group for your enthusiasm and valuable feedback, which has played an essential role in helping us refine our offerings. We’re excited to continue evolving these tools based on the insights you’ve provided, with even more exciting resources and support on the way.
As the year wraps up, we hope this season gives you a chance to reflect on your achievements and think ahead about the marketing initiatives or checklist items you’d like to focus on in the coming year. Remember, we’re here to support and guide you every step of the way.
Wishing you a fulfilling and successful close to the year—and looking forward to all we’ll accomplish together in the new year.
Mai Da Pra
Senior Director of Marketing
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