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.

Tentative: Brie Williams, Managing Director, Global Head of Advisory Solutions and Wealth Intelligence, State Street Investment Advisors

WORKSHOP B: UTILIZING AI WITHOUT LOSING THE HUMAN TOUCH

Transforming Content Production While Preserving Brand Integrity and Human Insight

Enhance production speed, expand content volume, and elevate quality while keeping brand authenticity at the centre of your business. Cut through the hype to show how AI can strengthen creative output, not replace it. Source your plan of action by:

• Optimizing performance creative through rapid testing, iteration, and insight generation.
• Blending AI and human creativity to enhance content development without compromising brand voice or trust.
• Establishing governance and guardrails that ensure responsible, compliant, and brand-safe use of AI tools.

Amplify AI as a catalyst for smarter, faster, and more human creative marketing.

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, Chief Marketing Officer, Plante Moran Wealth Management – NEW!

WORKSHOP D: STRENGTHENING COMPLIANT MARKETING CAMPAIGNS

How to Drive Marketing Innovation in a Regulated Industry

Learn to structure your teams, processes, and technology to allow innovation without creating compliance and risk friction. Hear from senior marketing leaders with hands-on experience. Gain insights that will help you:

• Advance regulatory requirements as strategic guardrails rather than barriers to marketing innovation.
• Transform internal approval and governance processes to support faster campaign execution.
• Master emerging technologies, such as AI and advanced personalization.

Successfully align your marketing innovation with strong governance to transform compliance into a competitive advantage.

WORKSHOP E: CONNECTING DIGITAL AND IN-BRANCH EXPERIENCES 

How to Build a True Omnichannel Customer Journey

Learn to ensure clear, consistent messaging from digital to in-person interactions, improving customer loyalty. Bridge the gap between digital and human interaction. Walk away with a clear path to:

• Reduce the gaps where digital engagement and frontline conversations fail to connect.
• Master steps for strengthening the connection between digital engagement and in-person customer experiences.
• Bolster your branch teams’ ability to continue conversations in digital channels.

Transform your disconnected touchpoints into one continuous customer experience. 

Anna Papadopuolos, Principal, Head of Growth Marketing, Edward Jones