Advisor Marketing

HOST

Mark Bruno
Managing Director, Wealth Management

Informa Connect

Thursday

2:00 PM ET

11:00 AM PT

Driving Intentional Growth: Key Findings from the 2022 Study of Advisor Marketing

This live, interactive webinar is designed to provide guidance for advisors who are looking to understand the marketing strategies and tactics that are the most important to drive meaningful, scalable growth - and will also provide a first look at the 2022 Study of Advisor Marketing, developed by Wealth Management IQ and FMG. Specifically, the webinar and research will provide:

• Benchmarks for evaluating marketing investments, activities and growth rates
• Marketing strategies for attracting new clients – and also deepening and improving relationships with existing clients
• An inside look at the evolving marketing roles and responsibilities inside of wealth management firms
• The marketing best practices of firms that are generating out-sized organic growth

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

PRESENTER

Kristin Letourneau, PhD

Vice President, Research
Informa Engage

PRESENTER

Susan Theder

Chief Marketing and Experience Officer
FMG

PRESENTER

Samantha Russell

Chief Evangelist
FMG