This year’s Summit kicked off with a Sunday night Fireside Forum, where a special report, 2023 Predictions, from Financial Planning, was co-presented by Janet King, VP Research & Content Solutions at Arizent, and John Almeida, Global Head of Wealth & Asset Management at ServiceNow.
Afterwards, FCS CEO Kevin Windorf approached John and asked him to offer his number-one insight from the presentation for financial marketers to consider in 2023. You can watch John’s answer in this short video clip:

Our thanks to FCS corporate member Arizent and Josh Rucci for sponsoring the Sunday night Fireside Forum at the 23rd Annual FCS RFK Marketing Summit.