Breakout Sessions - What is Ideal Marcomm Infrastructure Framework for Marketing to Customers and Advisors? AND Content Development Needs are Constantly Changing / Evolving, How is Your Firm Staying Up-To-Date?
Date & Time
Thursday, October 12, 2023, 10:50 AM - 11:20 AM

What is the ideal marcomm infrastructure framework for marketing to prospective customers and advisor recruits? What are the needed processes? Tools? What data serves as your foundation, both for lead generation and post recruitment and how do you collect? How is success measured? 

Content development needs are constantly changing / evolving. What content tools are you using today? Today, do you have an automated workflow / process? How is it included / woven into your business model? If you were in charge of developing tomorrow’s content generation vehicle that supports both investor customers and advisor communications what would it include? What would be created by the enterprise wealth firm? By the advisor? Who would own and what would be the process for oversight and compliance?