With assets under management declining significantly over the course of 2022, advisory firms are looking to place a greater emphasis than ever on creating real marketing and organic growth plans. To be successful marketers, however, advisors will need to make sure they have the plans, people and tools that align with their vision and overall growth goals.
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.
Mark Bruno – Moderator
Managing Director, Wealth Management
Kristin Letourneau, PhD
Vice President, Research
Chief Marketing and Experience Officer