On June 23rd at 12 noon ET, the FCS will stage a free, virtual research presentation led by Phil Edelstein, founder of Substance Strategy & Creative, on the topic “What Financial Advisors Want from Marketing.’
Over the past year, Substance interviewed over 75 financial advisors through its Advisor Roundtables program – a standing focus group of financial advisors from various channels who share their perspectives on the marketing they receive, see, and engage with. In the course of those discussions, Substance identified 8 key insights that advisors have consistently mentioned about how to more effectively market to them.
These ideas are featured in a quick, yet comprehensive presentation which includes:
- 8 insightful areas of feedback heard directly from FAs that can make your marketing more effective
- Tangible, best-in-class examples from intermediary marketers in the industry who are using these principles to their advantage
- Actionable recommended tactics for how to incorporate these principles into your own marketing efforts
- Additional supporting industry data and insight surrounding how to most effectively engage advisors in your marketing efforts
Joining Phil in presenting his agency’s findings will be his team members Kelly Erb, Partner, Head of Content, and Catie Borzillo, Head of Digital Strategy.
Note: in his spare time, Phil is the president of the FCS Philadelphia chapter.
To register for this free virtual event, click here.
