Asset Management Marketing

In a sea of advisor rankings offered by such well known media outlets including Barron's, CNBC and Financial Times as well as a variety of trade publications, commonalities appear. However, the paths that each have taken to get there are unique. While past performance is not always indicative of future results in investing, enduring strong businesses are suggestive of strong insight and practices. Barron's Managing Director, Sterling Shea, assembles some of the country's most recognized financial advisors, Grant Rawdin (Wescott Financial Advisory Group), Steve Lockshin (Convergent), and Brent Brodeski (Savant Capital Management) to discuss what the future holds for their businesses.

Corey Kupfer (Hamburger Law Firm) will sit down with Lenny Chang (Co-Founder and Managing Director of Focus Financial Partners), Elizabeth Nezvold (Managing Partner of Silver Lane Advisors), and Dan Seivert ( CEO and Managing Partner of Echelon Partners), to discuss the levers available and mindset required to get deals consummated for investment advisers. Whether it’s inorganic growth, implementation of a succession plan, a business combination, or an outright purchase/sale, all present challenges that each of these panelists have helped numerous advisers overcome.

Why should the strategic acquirers have all the fun?
Raising capital is important to your business too- but it’s no secret that access to it is more difficult. Traditional banks don’t (generally) understand the advisory business and private lenders and investors are more cautious and have upped their standards- and the cost of their capital. What are the options?
The panel, moderated by Paul Lally of Gladstone Associates will discuss current market trends in capital sourcing and present two options for access. Joining Paul will be Phil Green, CFO of Brinker Capital, a $17.5 Billion RIA who strategically deploys capital to advisory firms to fund acquisitions and Steve Smits, General Manager of Live Oak Bank, a leading provider of business loans to independent business people in niche industries.

Big Data, Marketing Automation, Real-time Personalisation... technology has permeated every aspect of modern marketing. The impacts of this intricate relationship are complex: the CMO has to rise to an understanding of technology much greater than before, and the CTO has other departments requiring massive technology investments.

Join this live video panel session to get an under the hood perspective on this relationship and what the future holds of modern marketers and technology experts alike.

A curriculum comprised of the top 3 regulatory issues effecting the growth trajectory of independent advisers. Brian Hamburger will moderate former New York Governor and Attorney General Eliot Spitzer and former SEC Commissioner Harvey Pitt, while TD Ameritrade's Managing Director of Advisor Advocacy & Industry Affairs will provide his color commentary on these important issues.

Rise of State Securities Regulators

Who Should Be Examining Advisers

Fiduciary or not Fiduciary

In an era where segmentation and targeting no longer cut it, personalisation brings brands the chance to speak to consumers on a one-to-one basis. Making the digital experience relevant allows deeper connections and reduces consumers' aversion to mass marketing messages.

Join this session for an under-the-hood look at how personalisation and automation have been used to help skiweekends.com, an innovative travel company achieve impressive sales growth and customer service.

Post-crash, clients expect and need financial brands to "speak human." This means firms need to take a fresh look at the role of "voice" in content-marketing efforts. It may not be enough to create a Twitter feed or get some videos on a corporate site. Trust and integrity are still top of mind for customers. And a more "human" approach may require deeper changes. In this podcast we'll explore easy strategies to help financial brands create more authentic communications.

This short video explains how BrightTALK will help Asset Managers build trust with all clients by creating engaging, relevant and instant content, distribute to all audiences and follow up to drive fund inflows.

If a few years ago social networking was only a small component of marketing strategies that served to entertain trainees more than to create value for the business, today the scenario has changed drastically. Not only social media has assumed a central role in the marketing plans, but also the pressure to prove its ROI grew exponentially.

Join this panel of experts who will discuss the challenges that social media pose to the financial services sector, how to prove the ROI of their initiatives and the value of social networks for business.

Australian banks are innovating the marriage of story and brand leadership. Join us in conversation with leading story teller Shawn Callahan of Anecdote, who will talk about how the National Australia Bank trains its leaders to tell better brand stories.