13:00 - 14:00

Who Has Time for Marketing?

Kathleen Roche (moderator)
Vice President, Channel Management Strategy

Janine Moore, CPFA
Managing Partner/Principal
Peak Financial Group, LLC

Shannon Edwards, ERPA, QPA, QKA, APR
TriStar Pension Consulting

Laina Davidson
Marketing Director
TriStar Pension Consulting

There’s no shortage of marketing ideas floating around our industry, yet advisors and TPAs are often unsure how to go about putting these ideas into action. Where do you find the time and resources to work on marketing activities? Which activities do you prioritize? What strategies deliver the most value and opportunity for new client acquisition?

You’ll hear from an All-Star panel that’s cracked the code on jumping marketing hurdles and delivering results. From leveraging simple social media strategies to planning benefit-oriented events for clients and prospects, these ladies have turned their marketing efforts into profitable ventures.

Quick Info

  • June 12, 2018
  • 13:00 - 14:00
  • 1:00 PM - 2:00 PM