The New Model for Advisor Engagement

FCS Philadelphia makes a triumphant return to in-person events with a powerhouse line-up for a November 9th breakfast hosted at Macquarie Asset Management. “The New Model for Advisor Engagement” will open with a presentation by Neil Bathon, Managing Director, FUSE Research Network. Neil will share FUSE’s survey work among financial advisors regarding their preferences for marketing support from investment firms. He’ll also provide highlights from FUSE’s benchmarking research on how marketing departments are translating advisor preferences into ongoing engagement.

Following the audience Q&A with Neil, our panel of senior marketing executives will share the perspectives of their brands and their personal experience in engaging the advisor community. Our panelists include:

  • Kimberly Beck, Chief Marketing Officer, YieldX
  • Bernadette Bridy, Head of Marketing, FS Investments
  • Patty Quinn McAuley, Head of Marketing, Clark Capital Management Group

Moderating the discussion will be Devin Davis, Head of Digital & Demand Generation, Macquarie Asset Management.

For industry friends based in the Philadelphia area who have yet to join the FCS or to renew their membership, we’re offering a special one-time price ($200) that includes a ticket to the November 9th breakfast plus a one-year membership (that’s a $350 total value).  To take advantage of this offer, please contact FCS Admin Coordinator Marisa Jago.

FCS Philly president Ed Nini of Principal Asset Management will announce the chapter’s 2022 charitable donation at the event, benefiting Philadelphia Financial Scholars. For more information or to get involved with FCS Philly, feel free to contact Ed directly or reach out to FCS CEO Kevin Windorf.

Our thanks to CMO Neil Siegel and his team at Macquarie Asset Management for helping us plan and stage this event.

Arriving by car? Here’s a list of convenient parking lots near Macquarie’s office.

  • Start November 9, 2022 08:00 AM EDT
  • End November 9, 2022 10:00 AM EDT
  • Location Macquarie Asset Management 610 Market Street, Philadelphia

Speakers

Presenter T. Neil Bathon

Managing Director

In 2008, Neil formed FUSE Research Network LLC in order to improve the effectiveness of the sales, marketing and product functions associated with the distribution of investment products.  FUSE delivers customized market intelligence which improves decision making and tactical execution. As of the end of 2021, FUSE was engaged with in the delivery of ongoing […]

Moderator Devin Davis, CRPC®

Global Head of Digital & Demand Generation

Devin is the Global Head of Digital and Demand Generation, a role he assumed in May 2019. The team of over 50 professionals is responsible for key functions including global digital marketing, demand generation, marketing operations, and analytics. Devin joined the firm in August 2016 after spending six years at BlackRock, where he was responsible […]

Panelist Kimberly Beck

Chief Marketing Officer

Kimberly Beck is Chief Marketing Officer for YieldX, a fintech company customizing and optimizing income investing at scale and with unparalleled efficiency. Prior to YieldX, Kimberly was with Envestnet, where she led Wealth Marketing. She also served as Co-Founder and Chair of the Envestnet Women’s Initiative Network. Additionally, Kimberly has held notable roles at BlackRock, […]

Panelist Bernadette Bridy

Head of Marketing

Bernadette Bridy is Head of Marketing at FS Investments, where she is responsible for the development, implementation and monitoring of FS Investments’ marketing strategy. In this capacity, she is responsible for aligning marketing plans to business goals and sales objectives. The marketing organization at FS Investments is a full-service team with 20 members, offering digital […]

Panelist Patty Quinn McAuley, CFP®

Head of Marketing

Patty Quinn McAuley is Senior Vice President, Head of Marketing for Clark Capital Management Group. In this role, she is responsible for leading the marketing and communications efforts of the firm. She plays a key part in product development, positioning and corporate branding. She is dedicated to helping advisors communicate effectively with clients, so that […]

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