OUR MARKETING AND RECRUITING ROUNDTABLE FOCUS:
What is next in the service of advisors, customers, and enterprise wealth firms?
Location: Florida
Audience: Wealth Firms Marketing and Recruiting Professionals
Past Attendees: COOs, CMOs, and Marketing Leadership
Past Wealth Firms Attended: Addison Avenue, Allstate, Cambridge, Cetera, CFD Investments, CG Financial Services, Commonwealth, CUSO Financial, Farmers Insurance, First Command, Harbour Investments, Hightower, Investment Planners, Kestra, Lion Street, Lincoln Financial, LPL, Mass Mutual, National Life, Newbridge, PlanMember, SFA, Sowell, United Planners, Wealthspire Advisors and more.
The Marketing and Recruiting Roundtable is our once a year come together of the best and brightest when it comes to marketing and recruiting. We opted to combine these two roundtables because in our heads they are Ying and Yang - they simply work together. Digging deeper, we see these two components of wealth firms being front and center to telling the story that differentiated the wealth firm and the advisor.
Our method of exploration? We weave together targetted case studies, breakout sessions, community questions and partner thought leadership for honest and open conversations. Additionally, we bring our groups together for a small intiimate / family like experience that results is rich dialogue and deep long-term friendships.
