WORKSHOPS (45 mins) (Please select one)

WORKSHOP A: ELEVATING ADVISOR POSITIONING IN WEALTH & ASSET MANAGEMENT  

Strengthening Market Presence, Client Engagement, and Thought Leadership  

In a competitive wealth and asset management landscape, advisors must differentiate themselves by building strong client relationships, leveraging thought leadership, and effectively navigating market events. Source strategic insights into crafting a compelling value proposition, positioning in local markets, and using content-driven storytelling to strengthen the advisor-client connection. Create a roadmap to:  

• Define and communicate a value proposition that resonates with both clients and intermediary partners.  

• Equip advisors with content and thought leadership tools to guide client conversations and navigate market events in real time.  

• Align internal storytelling and brand positioning to enhance credibility and market presence.  

Enrich advisors with the tools, narratives, and positioning strategies they need to stand out in the evolving wealth and asset management space. 

Betsy Wolking, Director of Marketing & Communications, Foster & Motley

WORKSHOP B: FROM IDEA TO ACTION

Build Your AI Workflow Plan

Turn an everyday marketing challenge into a practical AI-assisted workflow. In this hands-on session, attendees will identify one recurring task, map where AI can help, establish human review points, and define how success will be measured. A prepared example and guided worksheet will help participants leave with a clear first test and an action plan they can take back to their teams. No coding experience is required, and the exercise can be completed without uploading company information or building a live application.

Jordy Foy, Vice President of Marketing & Digital Innovation, Hays Financial Group

WORKSHOP C: FINANCIAL ADVISOR MARKETING

How to Better Drive Sales and Brand Consistency 

Discover how to provide advisors with the training, support, and technology needed to drive sales and branding in a crowded market. Adopt best practices to:   

• Optimize advisors with branded content, digital platforms, and compliant marketing resources.   

• Bolster data-driven personalization and tailored solutions.   

• Perfect a culture of continuous learning and collaboration.   

Transform your advisor network into a powerful growth engine by uniting brand consistency, marketing innovation, and sales enablement.   

Jennifer Ballarin, Director, Plante Moran Wealth Management