Attendees will take away:
• Digital Marketing trends impacting client behaviors in the financial industry.
• The effective Content Mix to meet your client and prospects’ needs at every step of their journey.
• Best practices and strategies to deliver those different content pieces.
Unfortunately, Financial Institutions and Financial Advisors are challenged with breaking through the noise and generating client-focused content to engage and retain clients, all while ensuring adherence to firm and governmental compliance requirements. “I don’t have time to create content.” “I don’t know what content to create.” “Supporting my existing clients means I have no time to look for new ones.” “I have a strong book of business, why do I need content?”
Join us for our upcoming panel hosted by Marie Swift from Impact Communications. Veriday and its partners, Fresh Finance, and UpContent to discuss how financial firms and their advisors can meet the demand for content with an effective content marketing mix that ultimately drives towards lead generation and client retention.
Speakers:
Chris Lamoureux
Chief Operations Officer
Veriday Inc.
Teresa Leno
Founder and Owner
Fresh Finance LLC
Scott Rogerson
Chief Executive Officer
UpContent
Marie Swift
President and CEO