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!
Unite with numerous financial advisors, executives in wealth management, LPs, asset managers, fintech professionals, emerging startups, and media representatives for an immersive four-day festival. Future Proof diverges from conventional conference venues to bring you sandy beaches. Revel in a dynamic, top-tier, five-star event that seamlessly blends education, productive networking, brand activations, music, and art within an unforgettable outdoor beachside ambiance.
Immerse yourself in comprehensive education spanning a diverse array of planning topics, providing a thorough understanding of the latest industry and regulatory trends. Gain deeper insight into NAPFA and its dedicated advocacy for consumer protection and fiduciary standards. Elevate your understanding through exposure to the expertise of leading minds in financial planning, economics, and investments
IMPACT 2024 provides an excellent opportunity to establish connections with advisors and firm decision-makers, elevating your brand's visibility. Display your newest products and services, leaving a lasting impression at this prominent event in the industry. IMPACT brings together key influencers and, notably, decision-makers in the RIA industry.
