Steve Lockshin, Brent Brodeski, Grant Rawdin, Sterling Shea
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.
Elizabeth Nesvold, Daniel Seivert, Leonard Chang, Corey Kupfer
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.
Lindley Gooden; Andrew Hatton, Greenpeace;Simon Bennet, Sitecore; Raj Samani, McAfee; Dave Martin, Tableau Software
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.
Harvey Pitt, Eliot Spitzer, Brian Hamburger, Skip Schweiss
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.
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.
Eileen Sutton, Principal, Sutton Creative; Patrick Williams, CEO, DailyWorth.com; Josh Reich, CEO and Co-Founder, Simple
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.
Lucy Wren, Barclay card, Katy Howell, Immediate Future, Darren Jones, Post Office, Stewart Conway, Jupiter Asset Management,
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.
Olivier Choron, CEO and Founder of purechannelapps explains how with social media amplification could save your business 90% on your PPC budget. By amplifying content through your employees, channel partners and other influencers on social media, you can generate more clicks for less cost when compared with Search Engine Marketing.
Cameron Simonsen, Sales Development Representative, BrightTALK
What is the best contact strategy for a webinar lead? Join Cameron Simonsen, Sales Development Representative at BrightTALK as he shares his best practices for lead follow-up, qualification and a few tips that will help you along the way.
Personalisation is more than a fad, it's a modern marketing weapon. Companies gather enormous amounts of data on their customers but often don't use it. Armed with technology, savvy marketers use personalisation in scalable ways to make messages, products and offers more relevant and increase engagement and revenues.
In this video, Bryan Archer, Technical Director of digital agency 3 chillies talks about the power of personalisation, how you can implement it in your business and examples of brands who have done this successfully.
Irene Etzkorn, Chief Clarity Strategist for Siegelvision, helps you see the connection between clear financial communications and effective stories, in our 3rd installment of "Profit and Lunch: Financial Stories at Noon."
Lindley Gooden; John Humpish, Olivier Choron, Stuart West, Paul Fennemore
Digital marketing within the financial services industry has its challenges with regulations, data security and technology adoption. How are financial services marketers effectively using technologies to help them achieve marketing goals? Join the former CMO of Zurich, Sitecore, BrightTALK and PureChannelApps as they discuss the technologies that are helping organizations engage customers and effectively convert them to sales.
The impact of technology in financial services
The emerging crucial marketing channels
The content distribution challenges and solutions
The integrated technology-marketing stack
Why are businesses like Blockbuster not here today? Traditional business models need to be reviewed and updated. In this video Peter Veash covers the biggest changes brought about by digital and the factors that determine whether a business succeeds or fails in adapting to these changes.
How do you get people to care about your brand and believe in your products and services? Find out how real thought leadership and simple digital tools can help you engage and motivate your target audience.
In less than 30 minutes, you’ll learn:
· Why it’s time to modernize traditional investment sales and marketing
· How to generate authentic and powerful thought leadership within your firm
· How to implement a scalable strategy to activate your brand and drive sales
Are you using email to extend the engagement of your live audiences, capture on-demand viewings and keep your subscribers actively interacting with your content over time? Join this presentation to learn how you can craft an email journey that will generate webinar leads, nurture prospects and build customer trust and loyalty for your business.
This webinar will explore real-life examples and tested optimization tips for webinar emails, including:
- On-boarding and activation emails
- Behavioral and transactional emails
- Marketing emails and invites
- Engagement and re-engagement emails
Keith Evins, J.P. Morgan; Stuart West, BrightTALK; Justin Mould, Fin International moderated by Lindley Gooden, Green Screen
Now that fund managers can publish their "thinking" through so many more media channels it is putting pressure on the marketing departments to be packaging it in relevant and engaging formats with a joined up strategy. How do you go about doing this and what are the tips for success?Join Keith Evins of JP Morgan, Justin Mould,founder of Fin International,Stuart West of BrightTALK and more will be discussing the challenges for the industry to differentiate their content and compete for time poor investors attention.
Marketing Automation is simple, if you believe the sales pitch from some of the software vendors. So why do most automation projects fail to deliver promised ROI benefits? Perhaps it's not all as straightforward as first thought, and there is much work to be done beyond the user training courses.
I led the deployment of Marketing Automation at IBM in the UK - now the largest B2B Automation deployment on the planet. That experience helped me realise that we're not only deploying some software, but we're really attempting to transform our whole approach to marketing campaigns.
Join this webinar to hear me share lessons from this and other MA projects - perhaps it could give you that little insight that would make the difference to your success.
Attend free webcasts to learn how to successfully apply the latest digital techniques to meet your sales and marketing objectives. During these live webcasts, which are also available on-demand, asset management marketers will share best practices and well-respected experts will offer advice on creating, distributing and actioning audience insight from your digital content.