Breakout Session C #1- The Advisor Story

You are recruiting new advisors. Create a strong storyline, including defining your focused audience. What is your messaging strategy and highlight the platforms / methods / manners you tell the story on. Define how you define and measure success from a firm and advisor perspective, including surveys and lessons learned for future campaigns. 

Breakout Sessions C #2 - The Client Story

You are helping your advisors’ prospect and capture new investor prospects. Create a unique storyline that highlights their authenticity. Share the platforms / manners / methods that you tell the story through. Define your success criteria and how you will measure it from a firm and advisor perspective.