keynote details

"New Media, Social Media, Connecting and Branding: What is really working for advisors today (and with compliance too)”

WHAT’s WORKING? Learn the specifics of how financial advisors are successfully using (mostly free) New media and traditional marketing with New twists to win New business NOW (and work with compliance too)! Some advisors are doing incredible business right now! Maribeth Kuzmeski will share specific, detailed tactics that elite advisors are using now to connect with prospects and gather more assets from their existing clients. These tactics are easily transferable, repeatable, and implementable (and many are free)! Attendees will leave with ideas they can use immediately to bring in new clients. Learn:

• New ways to truly network with high net worth individuals.
• Gain information about the tools that are most helpful and profitable for financial advisors in this age of new media as well as complex compliance issues relating to social media.
• Methods for creating a strategic alliance referral network that actually works for both parties.
• Methods to develop the necessary relationships and connections with high net worth individuals who will want to work with you.
• What are the most useful new media tools for financial advisors?

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