Breakout Session A #1 - What Does the Ideal Marketing Engine and Flow Look Like?

The traditional means of marketing (referrals) today are only part of your business growth. To build a marketing engine that delivers strong ROI, what infrastructure and soft components to build a strong marketing culture that directs the narrative for attracting new investor customers and ideal advisors. While we have terrific marketing tools available, do you need other tools integrated or created and if so, describe functionalities?

Breakout Session A #2 – Bringing Authenticity and Personalization to the Marketing Experience. 

For the past decade the growth of digital marketing has been beyond impressive. Today there are effective and efficient options to share information with customers, prospective investors, and recruiting advisors. Yet, a recent (in the last year) observation is surfacing that there is need for more authenticity and personalization to be incorporated into the process. What would an ideal experience for a customer, and prospective investor, each look like to accomplishes this objective?