What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Thu Feb 24 EST (over 1 year ago)
Location Virtual
Region Americas

Discover Opportunity in a Post-pandemic World.

Human behavior has evolved as a result of the global coronavirus pandemic. For wealth managers, the rapid acceleration of digital adoption has dramatically changed the way we engage with each other and our clients. More than ever before, social media and digital marketing strategies are critical to building and nurturing relationships.

This Seminar brings together leading names in private wealth management for in-depth discussions with financial advisors, marketing experts, and legal and compliance professionals on innovative opportunities to leverage social media and digital marketing. Join us to explore successful social media and digital marketing strategies. Our discussion includes the latest tips, trends, research and case studies on topics including:

• The Client Experience.
• Using Data to Gain Insights.
• Creating Meaningful Content.
• Finding Efficiencies.
• Driving Interactions with Clients and Prospects.
• Digital Lead Generation.
• Effective Compliance and New Developments.
• And more.

Why Attend?
Professionals of all levels can access insightful conversations with financial services leaders and regulators, valuable professional development opportunities, and timely and topical discussions.

Gain Expert Insights:
Hear from the leading names in social media and digital marketing plus industry regulators and financial advisors who are employing successful strategies.

Join Industry Discussions:
Our highly-regarded program is an in-depth look at unique considerations for private wealth managers. From real-world applications to conversations about what's next, this program is built just for you.

Network with Colleagues:
Engage with peers and colleagues from business, marketing, communications, legal, compliance and more who are tackling the same questions and generating new ideas in their institutions.


2022 Speakers


Steven Bard
Senior Vice President, WIM Director of Social Media & Communications Compliance, Wells Fargo Wealth & Investment Management

Naomi Bodek
Head of ICRM Records Management and Electronic Communications, Citi

W. Hardy Callcott
Partner, Sidley Austin LLP

Kevin Darlington
Vice President and General Manager, Broadridge

Joseph DeRoss
Executive Director, Head of Field Marketing, Wealth Management, Morgan Stanley

Michael Dickman
Vice President, Senior Financial Consultant, Charles Schwab

Owen Donley
Chief Counsel, Office of Investor Education and Advocacy, U.S. Securities and Exchange Commission

John Gruszcyzyk
Technical Product Manager, Microsoft

Kevin Kozuszek
Director of Marketing, Wells Fargo Advisors Financial Network, LLC (FiNet)

Michelle Marquez
Managing Director, Marquez Private Wealth Management, Raymond James

Chris Mone
Executive Vice President, Head of Wealth Management, Wedbush Securities, Inc.

Elizabeth Norman
Managing Director- Financial Advisor, Senior Portfolio Manager, RBC Wealth Management

Katie Pfledderer
Senior Manager, Social Media Coach, Charles Schwab

Eric Savitz
Associate Editor, Technology, Barron's

Cheryl Smith
Managing Director, Private Wealth Manager, Sports & Entertainment Advisor, Jones Zafari Group, Merrill Private Wealth Management

Amy Sochard
Vice President, Advertising Regulation Department, FINRA

Natalie Svider
Senior Vice President and Communications Director, Wedbush Securities, Inc.

Melanie Taylor
Senior Vice President, LPL Financial

Mike White
Chief Marketing Officer and Director of Strategic Planning, Raymond James

April Young
Vice President, Branch Manager, Partner, Delzio Young Financial Group , Wedbush Securities

Sponsors & Partners

2022 Partners:

• hearsay

• Smarsh

• Broadridge
• Delloite
• Ey
• Fidelity Investments
• Kyndryl