Peter J. Tartaro

CFP® Manager, Practice Development

Peter leads our Practice Development Group responsible for helping advisors to grow and develop their businesses. Peter and his team partners with Securian advisors to drive sales, develop business processes and enhance relationships through a consultative approach focused on the unique needs of each practice.

Peter joined the Wealth Management Group of Securian in April 2018. Prior to coming to Securian, he spent 13 years with Ameriprise Financial in a variety of roles helping to grow and develop experienced advisors’ practices. He also spent time as a financial advisor with First Command Financial Services, Inc. and as a Business Operations Manager at Lincoln Financial Group.

Peter is a graduate of James Madison University with a Bachelor of Arts in Political Science and is a CERTIFIED FINANCIAL PLANNER™ professional.


All Sessions by Peter J. Tartaro

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Day 1: Nov 16, 2021

4:45 pm

4:45 pm

CASE STUDY

Making Social Media Work for Your Financial Professionals

Marketing and selling by your financial professionals through social media can expand your reach, drive lead conversion, and grow client relationships. In order for social media strategies to thrive, financial marketers and compliance teams must collaborate to supply the right content and empower associates in the field to use the channel effectively. In this session, you will learn:
•    How to tailor strategies by line of business and client segmentation for more impact
•    How to use social media to bring to life your firm’s culture and values
•    How to maximize business growth from your field social media program
Bring your burning questions to this fast-paced session with industry experts

Day 2: Nov 17, 2021