The FCS is excited to partner with LinkedIn for our next Cocktails with Content at the New York Yacht Club. Join us on Tuesday, March 31 for “Winning the Wealth Moment,” an evening featuring original research and a senior-level panel discussion featuring:
- Rosa Rita, Global CMO, Asset & Wealth Management, J.P. Morgan
- Marshall McIntosh, EVP, U.S. Global Wealth Management Marketing, PIMCO
As wealth and investment decisions are increasingly shaped by both professional advisors and high-net-worth consumers, financial services brands face a critical challenge: how to earn relevance, trust, and sustainable growth across two interconnected audiences.
The program will open with “Understanding the Moments That Drive Wealth Decisions,” new research from LinkedIn in partnership with Evidenza. The study identifies the key buying situations that influence financial advisor decision-making (B2B) as well as consumer wealth and investment decisions (B2C). The findings will be presented by Peter Weinberg, Co-Founder, Evidenza, and Ellie Weed, Head of Industry, Financial Services, LinkedIn.
The research presentation will be followed by a panel discussion with Rosa, Marshall and Peter on “How Wealth Brands Build Trust When It Matters Most.” Our panelists will explore where brands are winning relevance today, how CMOs prioritize critical decision moments, and what these moments mean for building long-term trust and growth in the wealth category.
This event is expected to sell out. We encourage you to reserve your tickets early.
