Five Proven Strategies to Transform Your Clients’ Future

Summary Already Registered? Click here »

By working with hundreds of advisory firms, we have identified five strategies that top advisors use to deliver superior planning outcomes to their clients. Any firm can adapt those strategies by leveraging their expertise and leadership skills

The key is to act, not react. 

The impending changes to the SEC Advertising Rule mean that advisors will have the opportunity to communicate how these strategies deliver superior outcomes and help clients and prospects reach their financial goals..   We will discuss the digital experiences that advisors can deliver and remain ahead of their competitors.

Register now for this session to learn: 

• The five proven strategies to deliver superior planning outcomes for your clients
• How the SEC’s modernized marketing rule will impact your client experience and how to prepare for the change
• The necessary tools and resources to communicate effectively digitally with your clients 
• Simple ways to tailor your client communications to engage and resonate with their life financial stages

Speakers

Samantha Russell
Chief Evangelist
FMG Suite

Samantha helps financial advisors create digital marketing strategies that produce explosive growth through website development, content marketing, SEO, social media and video. A prolific speaker and content contributor, she often appears on stage at financial conferences in the pages of well-known industry publications. She is an Investment News 40 Under 40 award winner and was recently named to the "10 to Watch" list by WealthManagement.com in 2020.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.