As AdvicePay’s Digital Marketing Strategist, Kaitlyn plays a major role in implementing our marketing strategies across digital platforms. Kaitlyn earned her degree in Business Marketing at Montana State University (#GoCats!) Not only did she find a love for all things blue and gold there, but she also found her passion for marketing. When Kaitlyn isn’t crafting social media posts and emails, she can be found exploring new eateries, volunteering as a Chapter Advisor for a local sorority, and watching Outlander while dreaming of her one-day vacation to Scotland.
I think we can all agree that 2022 was a huge year for fee-for-service financial planning! In fact, a recent Cerulli report estimated the percentage of clients receiving financial planning services will increase from 75% in 2022 to 83% in 2023.