Marie Swift, Bob Veres, Joel Bruckenstein, Bob Lindner, Michael Kay, & Skip Schweiss
What Have You Done for Me Lately?
Redefining Your Value as an Advisor Today
Economic turmoil and scandals on Wall Street rocked many financial advisors – and their clients – to their core, leaving some scared, dazed and confused. In the wake of the great recession, how have public perceptions changed – and how are smart advisors redefining their value propositions to position themselves in the best light? Join marketing coach and industry influential Marie Swift — and an all-star panel of experts — as they share their insights and observations.
You will be sitting in for a virtual “fireside chat” with:
Marie Swift – President and CEO, Impact Communications
Bob Veres – Publisher, Inside Information
Joel Bruckenstein – Publisher, Technology Tools for Today
Bob Lindner – CEO, Lindner Capital Advisors
Michael Kay – President, Financial Focus
Skip Schweiss – Managing Director of Advisor Advocacy, TD Ameritrade Trust Company
Don’t miss this important conversation!