Marketing doesn’t work by accident. If you’re throwing content out there and hoping something sticks, you’re not marketing. You’re guessing.

This workshop is for entrepreneurs who are ready to stop guessing and start getting results. You’ll learn how to create a clear, intentional marketing plan that makes sense for your business, aligns with your goals, and doesn’t waste your time or money.

What You’ll Learn:

✅ How to set short-term and long-term marketing goals that actually matter
✅ How to define your value and talk about your business in a way that connects
✅ What your target audience really is (and how to reach them)
✅ The difference between branding and performance marketing and why both matter
✅ Where and how to market (channels, tools, budget, outsourcing vs. DIY)
✅ How to track your results and know what’s working

Meet Your Expert Speaker

This session is led by Nick Jacobson, Chief Marketing Officer at Creative Planning. With more than 20 years of experience in financial services marketing—including leadership roles at Edelman Financial Engines and H&R Block—Nick brings deep insight into what makes marketing work for real businesses. He’s spent over 15 years in the RIA industry, where his passion for helping people build better financial futures took root. Now, through his work with Pathway Financial Education and as a board member, Nick is committed to helping small business owners cut through the noise, find clarity, and market with purpose.

If marketing feels like a black hole of effort with no return, you’re not alone. This session will help you make sense of it all. You’ll leave with a stronger understanding of how to market your business with purpose and a plan you can actually follow.

Let’s turn your marketing into a growth tool, not a guessing game.