Breakout Sessions: What is the "Ideal Product"for Advisors to Solve Their Marketing Requirements / Needs? AND How is Your Firm Stemming the Outbound Flow of Assets to Other Advisors When Clients Pass
Date & Time
Thursday, October 12, 2023, 2:40 PM - 3:10 PM

You have spent your career as a marketing and communications expert in the wealth space. You decide you want to be an entrepreneur and build the “ideal product” to help Advisors solve their marketing requirements. Areas that you know need to be included: oversight, content, and process.  This product will support enterprise wealth firms. How do you design, market and price the product? 


In an effort to stem outbound asset flow when clients pass away your firm has decided that you need to take action. What processes and programs will help advisors to better form relationships with / know future generations (children of beneficiaries) so they stay with the advisor / firm.  How do you elevate their impressions of ways the advisor is utilizing / embracing technology to support a customizable relationship balance of a knee to knee with digital access and interactions?