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|Event Date||Thu Feb 24 EST (over 1 year ago)|
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.
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.
Senior Vice President, WIM Director of Social Media & Communications Compliance, Wells Fargo Wealth & Investment Management
Head of ICRM Records Management and Electronic Communications, Citi
W. Hardy Callcott
Partner, Sidley Austin LLP
Vice President and General Manager, Broadridge
Executive Director, Head of Field Marketing, Wealth Management, Morgan Stanley
Vice President, Senior Financial Consultant, Charles Schwab
Chief Counsel, Office of Investor Education and Advocacy, U.S. Securities and Exchange Commission
Technical Product Manager, Microsoft
Director of Marketing, Wells Fargo Advisors Financial Network, LLC (FiNet)
Managing Director, Marquez Private Wealth Management, Raymond James
Executive Vice President, Head of Wealth Management, Wedbush Securities, Inc.
Managing Director- Financial Advisor, Senior Portfolio Manager, RBC Wealth Management
Senior Manager, Social Media Coach, Charles Schwab
Associate Editor, Technology, Barron's
Managing Director, Private Wealth Manager, Sports & Entertainment Advisor, Jones Zafari Group, Merrill Private Wealth Management
Vice President, Advertising Regulation Department, FINRA
Senior Vice President and Communications Director, Wedbush Securities, Inc.
Senior Vice President, LPL Financial
Chief Marketing Officer and Director of Strategic Planning, Raymond James
Vice President, Branch Manager, Partner, Delzio Young Financial Group , Wedbush Securities
SIFMA'S STRATEGIC PARTNERS:
• Fidelity Investments