Driving AUM Through Digital Marketing

Roundtable Webinar | August 30, 2018 | 1:00PM PST

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Over 70% of financial advisors say digital marketing is their primary source of leads. If your advisors aren’t well-equipped to market themselves, they could be missing out on serious business growth.

FMG Suite takes the pain out of digital marketing for advisors and home offices. Our world-class platform is built with broker-dealers in mind and engineered to help your advisors grow their business without taxing your valuable time.

Join us on August 30th at 1:00 PM PST as we discuss how digital marketing drives Assets Under Management. In this roundtable discussion, you'll hear from marketing experts, like LPL Financial’s SVP and Head of Marketing, Andy Barksdale, Leah Alter, Director of Marketing Consulting for Kestra Financial, and other industry leaders as they share valuable insights for marketing success.

Don’t let your advisors leave money on the table. Register today!

Featured Speakers

Andy Barksdale
Senior Vice President and Head of Marketing for LPL Financial

Andy Barksdale is a senior vice president and the head of Marketing for LPL Financial (NASDAQ: LPLA), a leading retail investment advisory firm and the nation’s largest independent broker/dealer.* He leads an integrated team that is responsible for supporting the firm’s new advisor growth initiatives and providing marketing support for existing advisors.

Leah Alter
Director of Marketing Consulting at Kestra Financial

Leah is a results-driven marketing and sales professional passionate about empowering financial advisors to unleash the possibilities of growing their business through branding, marketing, and developing their unique story.

Brian Cody
Vice President, Digital Media at Waddell and Reed

Brian Cody has built a team responsible for the planning, execution and success of Waddell & Reed’s web, social, pay-per-click and email marketing initiatives. His passion for digital marketing has him constantly looking for new opportunities to help Waddell & Reed advisors market using digital channels.

Robert & Thomas Fross
Strategic Advisors at Platinum Advisor Strategies

Robert and Thomas co-founded Platinum Advisor Strategies in 2009 and has since helped thousands of advisors grow their practices by utilizing the same systems and methods that helped his own advisory grow.

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