What Financial Advisors Think About Your Marketing

FCS Philly’s first virtual event of 2024 gives financial marketers the opportunity to hear directly from financial advisors about what works – and doesn’t work – when it comes to marketing to intermediaries. Three advisors will share their experience in receiving marketing from the likes of asset managers, insurance companies, and fintechs. In this panel discussion, you’ll learn about:

  • How financial brands successfully distinguish themselves in the eyes of the financial advisor
  • What the most effective channels are for engagement
  • What content is considered most useful, and
  • How FAs want you to help them engage their clients.

Matt Majewski, AVP, Life and MoneyGuard Marketing, Lincoln Financial Group, will moderate our panel, featuring:

  • Christopher Borden, CFP®, EVP, Wealth Management, Financial Advisor, Janney Montgomery Scott
  • Bill Dougherty, CFA,CFP®, Wealth Manager/Portfolio Manager, Main Street Financial Solutions
  • Zahya Beall, AAMS®, CIMA®, Founder & Financial Planner, Damefender Financial Partners

This is a free event for FCS Members and marketing, communications, and media professionals across the industry. Registration is required.

For more information about FCS Philadelphia, contact chapter president Phil Edelstein of Substance Strategy & Creative.

FREE REGISTRATION

  • Start May 6, 2024 12:00 PM EDT
  • End May 6, 2024 12:45 PM EDT
  • Location ZOOM

Tickets

This is a free event.

Speakers

Moderator Matt Majewski

AVP, Life & MoneyGuard Marketing

Matt Majewski is AVP, Life and MoneyGuard Marketing at Lincoln Financial Distributors, the wholesaling distribution organization for Lincoln Financial Group. In this role, Matt helps build marketing strategy, sets priorities, and delivers content to align with Lincoln Financial business goals. He is the Product Owner of the LifeGuards pod where he supports MoneyGuard, Executive Benefits […]

Panelist Christopher Borden, CFP

EVP, Wealth Management

Chris joined Janney in 2008 after graduating from Temple University’s Fox School of Business. He is an Executive Vice President/Wealth Management and is a member of Janney’s Financial Advisor Advisory Council. He holds the Certified Financial Planner™ professional (CFP) designation. This prestigious certification is awarded by the Certified Financial Planner Board of Standards, Inc. to […]

Panelist Bill Dougherty, CFP®, CFA

Wealth Manager, Portfolio Manager

Bill Dougherty, CFP®, CFA, has more than 25 years of experience in the financial services industry. Bill has helped people navigate their investments and understand how those investments impact their lives. From his deep knowledge of capital markets to his belief that investments are the keystone of financial independence, Bill helps individuals and families to […]

Panelist Zahya Beall, AAMS® CIMA®

Founder & Financial Planner

Twenty-year industry veteran Zahya Beall is a Financial Planner at Damefender Financial Partners, which she founded in 2024.