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.