Your Complete Guide to Growth: Master Advisor Branding, Marketing, and Acquisition Strategies
Webinar
Melissa Thomas, Intention.ly
Marcus Hagood, FP Transitions
Modern financial advisory firms focused on growth can take advantage of a number of organic and inorganic strategies for achieving their goals. This session brings together both sides of the growth coin, combining Intention.ly’s marketing and branding expertise with FP Transitions’ depth of equity management, valuation, and M&A insights.
Join Melissa Thomas, Partner and Head of Strategy at Intention.ly, and Marcus Hagood, Director of Equity Management Solutions at FP Transitions, for Your Complete Guide to Growth: Master Advisor Branding, Marketing, and Acquisition Strategies. During the event, you’ll learn:
Key valuation trends and insights based on data from over 16,000+ wealth management firms
How to identify and capitalize on indicators of firm growth
Why a strong advisor brand is essential for growth, and a framework for building one
Best practices for developing and optimizing a marketing budget
Proven tips for maximizing ROI on your marketing investments
You’ll also get a closer look at how Intention.ly and FP Transitions are partnering to help firms maximize their potential. Don’t miss out!
The Building Blocks for Sustainability - Roundtable
Webinar
Scott Leak, CFP®, CEPA® - Director of Business Development & Senior Consultant
Eric Godes - SVP, Senior Consultant
Siena Halpin - Senior Analyst
June 5, 2024
FPA New England
Event
Kem Taylor, CBEC®
Our esteemed colleague, Kem Taylor, CBEC®, will be delivering a presentation on Succession Planning for advisors at FPA New England. This chapter is dedicated to promoting the importance of financial planning and advancing the profession throughout New England.
June 4 - June 6, 2024
INSITE®2024
Event
Andrew Town
This year, the INSITE agenda is filled with interactive sessions designed to keep you engaged and energized. Join Andrew Town during his panel presentation discussing how to "Redefine Your Future with Strategic Business Consulting." Prepare to enhance your skills, broaden your network, and explore the future of the wealth management industry.
May 8 - May 11, 2024
NAPFA Spring
Event
Marcus Hagood
Mallory Boutin, MBA
Dive into a comprehensive educational experience that covers a wide range of planning topics, offering in-depth insights into the latest industry and regulatory trends. Develop a deeper understanding of NAPFA and its unwavering commitment to advocating for consumer protection and fiduciary standards. Expand your knowledge by engaging with the expertise of prominent figures in financial planning, economics, and investments.
