ON DEMNAD: Kiss, Marry, Kill? Putting Your Marketing Strategies to the Test

Effectively marketing your wealth and advisory firm isn’t easy. Navigating the right tools, strategies, compliance rules and even just finding the time for marketing can be very challenging. So what does work? What is worth the time? What do clients and prospects want to see?

We’re gathered the three greatest minds in the industry on May 1st to play a creative game of “Kiss, Marry, Kill” – what marketing ideas should you give a shot? (Kiss), what strategies and efforts to show more love? (Marry), and what to stop doing right now? (Kill).

Moderator: Ryan George, CMO of Docupace

Panelist #1: Diana Cabrices – Founder, Diana Cabrices Consulting | Fractional Chief Evangelist to B2B Wealthtech Brands, Keynote Speaker

Panelist #2: Samantha Russell, Chief Evangelist for FMG | Marketing Idea Generator

Panelist #3: Jess Flynn, Director of Account Strategy at Intention.ly