March 24th

CE Marketing Digital Forum:
Smart Tactics for Accelerating Growth

Wednesday, March 24 | Start time: 2:00 pm EDT | 11:00 am PDT

LIVE, INTERACTIVE DISCUSSIONS PANELED BY SENIOR EXECUTIVES AT AWARD-WINNING FIRMS

Panel #1: What HNW Families Expect and Want From a Family Office

(2:00 – 2:50 pm EDT) One CE Credit

Increased demand for innovation, highly personalized advice and bespoke investments are reinventing the family office, giving rise to deeper, more entrepreneurial models of service. Join us for this informative panel discussion and discover:

• The top trends of today’s family office

• The need for strategic and contingency planning in the family office

• How a family office can facilitate impact investing and social good

• The rise of crypto and demand for bespoke and alternative assets in HNW

• Opportunities and challenges with mentoring the next generation

Panel #2: Digital Marketing Tips for Reaching New Clients

(3:00 – 3:50 pm EDT) One CE Credit

The COVID-19 pandemic caused an accelerator effect across the industry, especially as it relates to digital marketing. How will CEOs and CMOs adjust their marketing tactics and plans in the current environment? Attend this forum and gain insights on:

• Marketing’s view of the new SEC testimonial rule

• Using podcasts to reach new markets and optimize for voice search

• How to use LinkedIn for networking and new client acquisition

• Using marketing tech and analytics for effective lead generation

• How to use video to reach new markets

• The top trends in digital marketing advisors need to know now

• Clubhouse, TikTok and the changing landscape of social media

• Techniques and approaches to measuring marketing ROI

Panel Sponsor

Panel #3: Corporate Social Responsibility Leadership Discussion

(4:00 – 4:50 pm EDT) One CE Credit

Despite the well-accepted belief that corporate social responsibility is good for business, various issues remain. Advisors must be well-versed in the fundamental strategies of ESG in order to capture market demand and meet the impact needs of their clients. Join us for:

• How business leaders can drive corporate social responsibility

• Common myths about ESG and SRI

• The six methods for considering ESG issues

• Visibility and access to high-end ESG investments

• Access to ESG ratings and rankings

• The four types of corporate social responsibility

Smart Tactics for Accelerating Growth

Wednesday, March 24 | Start time: 2:00 pm EDT | 11:00 am PDT

Continuing Education Credits: CIMA®, CPWA®, CIMC®, RMA®, and AEP®

CE Credits have been applied for and are pending approval.