The Product Pivot: Changing How Clients See Your Financial Solutions

FCS Chicago will close out 2026 with a Cocktails with Content hosted by TIAA on Tuesday, November 10 (4:30-6:30pm). We’ll stage a panel discussion on the challenges faced by marketers whose products and services are misunderstood, misconstrued or simply overlooked. Sharing their insights on how to reposition their go-to-market strategies will be three experienced financial marketers from leading Chicago brands:

  • Mike Bieselin, CMO, Retirement Solutions, TIAA
  • Nicolette Konkol, SVP, Head of Marketing, Morningstar
  • Brittany Riesenbeck, SVP, PWM Wealth Solutions Marketing Manager, Baird

The panel discussion will be moderated by Lisa Barnhart, Vice President, Financial Services, at WSJ Barron’s Group.

Under the theme The Product Pivot: Changing How Clients See Your Financial Solutions, the conversation will explore what happens when marketers need to do more than differentiate a product—they need to change the way clients understand the problem it solves. That can mean shifting the retirement conversation from saving to income, reframing familiar investment concepts around new client outcomes, or finding clearer ways to communicate solutions that are complex, unfamiliar or burdened by outdated perceptions.

Our panelists will discuss what that kind of repositioning requires across messaging, creative, client education, distribution and sales enablement. We’ll also examine how marketers know when the existing story has stopped working, how they build internal alignment around a new narrative, and how they measure progress when changing perceptions may take time.

As part of our philanthropic mission, FCS Chicago will donate $1,000 to a children’s charity selected by our panelists.

  • Start November 10, 2026 04:30 PM CST
  • End November 10, 2026 06:30 PM CST
  • Location TIAA 333 West Wacker Drive Chicago

Tickets

Speakers

Panelist Michael Bieselin

CMO, Retirement Solutions

In 2024, Michael Bieselin was appointed Chief Marketing Officer, Retirement Solutions, at TIAA, which he had joined in 2019.

Panelist Nicolette Konkol

SVP, Corporate Marketing,

Nicolette Konkol is SVP, Corporate Marketing, at Morningstar, which she joined in 2020.

Panelist Brittany Riesenbeck

SVP, PWM Wealth Solutions Marketing Manager

Brittany Riesenbeck supports the marketing strategy for Baird Private Wealth Management’s Wealth Solutions Group, bringing together content, paid digital media, technology, insights and advisor enablement to support business growth. She helps translate the firm’s research, planning expertise and solutions into thought leadership and digital experiences that serve more than 1,400 Financial Advisors and their clients, […]

Moderator Lisa Barnhart

Vice President, Financial Services

Lisa Barnhart is Vice President of Advertising Sales at Dow Jones, where she leads a team of advertising sales professionals serving Financial Services clients across the Midwest, West Coast, and New England. In this role, she oversees revenue growth and strategic client partnerships across the financial services sector, helping brands connect with influential audiences through […]

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