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 actually works? What’s worth the time? What do clients and prospects want to see?
On May 1st, three industry leaders came together for a creative game of “Kiss, Marry, Kill” — which marketing ideas should you try (Kiss), which strategies deserve long-term commitment (Marry), and which tactics should you stop doing immediately (Kill)?
Moderator
- Ryan George — CMO, Docupace
Panelists
- Diana Cabrices — Founder, Diana Cabrices Consulting | Fractional Chief Evangelist to B2B Wealthtech Brands, Keynote Speaker
- Samantha Russell — Chief Evangelist, FMG | Marketing Idea Generator
- Jess Flynn — Director of Account Strategy, Intention.ly
