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Building the Digital Marketing Path

Featured Speakers:

Liz Skinner, Special Projects Editor, InvestmentNews

Alex Murguia, Ph.D., CEO of Retirement Researcher, Managing Principal, McLean Asset Management

Robert Sofia, CEO and Co-Founder, Snappy Kracken

Kerry Ryan, Certified Private Wealth Advisor CPWA(R), Director, Global Go to Market, Wealth & Asset Management, Salesforce

Our world is becoming more digital and consumer behavior is adapting to the model pioneered by tech giants like Amazon, Twitter, Uber and Google. Therefore, this next generation of wealth – which is valued at $30 trillion or more - is mostly accustomed to not needing to interface with a financial adviser live for financial advice. If financial advisers want their firms to survive and serve clients over the next two decades, the way they communicate and attract new clients will have to change. Building the right digital marketing funnel presents an opportunity to reach new leads and prospects, and it offers advisers new tools to build connections, relationships, and most importantly, trust. In this session our panelists will address how to create or rethink your firm’s digital marketing path to gain prospects and clients for the future.


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