The financial advice industry is facing a time of change, and as marketers, you need to make sure that your strategy will keep you connected and able to influence this audience - not just in 2020, but beyond!
Although this year, you’ve experienced challenges with capital preservation, there have been opportunities as more clients look to engage. But what are the best approaches? And how has FAs behavior shifted? These are questions being asked across the industry when looking at the best 2021 marketing strategy.
Armed with the latest insights from our global research by Greenwich Associates around the changing role of media for FAs we will be running a webinar on November 19th to help answer these questions! During this event we will delve into:
- The Global findings from this new survey.
- What these findings mean for those working in the industry, hearing directly from a CMO and an FA.
- How you can amplify the voice of your brand and what action you can take now!
Our stellar panel will make for a lively discussion. We're pleased to welcome Daniel Connell, Managing Director, Greenwich Associates, Jean Guido Servais, CMO EMEA, J.P Morgan Asset Management, Jennifer Garbowicz, CFA and Private Client Advisor, Senior Vice President, Bank of America Private Bank, moderated by Devin Banerjee, Senior Financial Services Editor at LinkedIn.
J.P. Morgan Asset Management
Bank of America Private Bank