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
M&A: The Framework for a Successful Transition & Inte
Webinar
Scott Leak, CFP® - Director of Business Development & Senior Consultant James Fisher, JD - Partner, VP of Mergers & Acquisitions Eric Leeper, CFA - Partner, CFO Liv Olson, ACC - Founder of Liv Olson Consulting & Executive Coach
