CE DIGITAL FORUMS

• Advisor Technology • Asset Management • Marketing
• Practice Management • Wealth Planning

The Digital Marketing Path

Wednesday, October 28 | Start Time 3:00 pm EDT | 12:00 pm PDT

Panel 1: Growth Through Marketing Automation
(3:00 – 3:30 pm EDT)
Learn tips for implementing a digital marketing strategy that streamlines and simplifies online campaigns and workflows across multiple channels—and drives leads, increases revenue and maximizes efficiency. REGISTER

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Panel 2: Video First—Developing Relationships at a Social Distance (3:45 – 4:15 pm EDT)
Like the advisor business, video is relationship-driven; you have to bring clients with you, rather than simply instructing them where to go. Our panel discusses how advisors are successfully reaping the benefits of video. REGISTER

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Panel 3: The Power of PR (4:30 – 5:00 pm EDT)
What are your goals for getting your name out there? Our panel discusses how advisors can effectively adapt or expand their public relations strategy to become a more valuable piece of the marketing communications program. REGISTER

Panel Sponsors