Every single one of us has had to adjust our expectations of what is “normal” now. While some have used the term “new normal” to describe the work-from-home and shelter-in-place realities we are all experiencing, others continue to point out that things are changing quickly enough that now there is really just the “next normal” followed by the “next normal.” Sometimes it can feel like pushing through a patch of fog.
But while these have been challenging times for us individually and as a nation, not every advisor is struggling. In fact, some advisors are thriving. You’ll meet three such advisors during this important webinar:
Pushing through the Fog: Marketing that Works for Advisors Today
Thursday, July 23, 2020 at 4:00 pm ET
This special educational webinar is brought to you by Bob Veres and Inside Information as part of the "Three for Free" Summer Series.
Don’t miss hearing from Marie Swift, Mike Scarborough, Haleh Moddasser and Victor Gaxiola. They’ll share what’s working – and what’s not – when it comes to client communications and building your business through thick and thin, which can be especially important right now as you reassure current clients and connect with new potential clients given today’s realities and virtual norms.
Marie Swift is President and CEO of Impact Communications, a full-service PR and marketing communications firm that works solely with independent financial advisors and allied institutions. A prolific writer, Marie’s articles have been published by Barron’s, MarketWatch, Forbes, Financial Planning, Wealth Management, RIABiz, and many more. She has been a student of good communications and marketing for independent advisors for over 30 years. Long acknowledged as a marketing maven within financial planning circles and the fiduciary community, Marie has been on the forefront of social media and digital PR, continually learning and bringing her best recommendations back to interested audiences at national conferences and hosted webinars via NAPFA, FPA, ACP, Fidelity, TD Ameritrade, Schwab and more. More information is available at www.ImpactCommunications.org.
J. Michael Scarborough, President and CEO of Oak Wealth Partners, is known for innovating the process of managing monies for individuals within qualified plans. Over the course of thirty years, he built one of the largest grossing Registered Investment Advisory firms in the nation, primarily through seminar marketing. In 2008, he sold the then $1.3 billion AUM RIA to partners so that he could focus on creating a winery and a microbrewery. He continued to run Retirement Management Systems, a platform that helps other RIAs manage assets within 401(k), 403(b) or other company-sponsored retirement savings accounts. Mike and his son Matt established Oak Wealth Partners in 2019 to pursue new business as client-facing RIAs. Their system for prospecting is intriguing. Learn more at www.OakWealthPartners.com.
Haleh (pronounced Holly) Moddasser loves to communicate through audio/video and the written word. A partner at Stearns Financial Group (SFG), which manages approximately $1.5 billion AUM, her specific expertise is in areas related to aging, including senior housing options, divorce, widowhood, and ESG investing as a tool for creating the social change we wish to see in the world. Prior to joining SFG in 2011, Haleh used her CPA credential at Price Waterhouse Coopers and in a treasury and finance role at a public company. She is the author two books: the first on gray divorce, the second on ESG. Haleh will share some of the communications strategies that SFG has embraced during the C-19 crisis. Learn more about Haleh and the “Let’s Talk About It” series at www.StearnsFinacial.com.
Victor Gaxiola is co-founder and head of marketing for TechGirl Financial™, an independently owned and operated financial advisory firm focused on empowering women in technology and their families. Victor knows social media and digital marketing inside and out. Prior to establishing the Silicon Valley based advisory firm with his wife Kim Gaxiola, Victor held positions with Lirio, Hearsay Systems, Actiance and LinkedFA. Victor understands the importance social proof and omni-channel marketing campaigns. An in-demand speaker, Victor has a gift for communication. He will share related insights with us during this webinar. Learn more about Victor at www.vGaxiola.com.