Name
Turning Your Retirement Practice into a Powerful Growth Engine
Date & Time
Tuesday, October 17, 2023, 11:35 AM - 12:05 PM
Meghan Richter Alex Murguia
Description

 

Marketing can be a challenging, time-consuming effort for financial advisors who dedicate their days to helping their clients. You may find yourself asking:

•    Where should you focus your marketing efforts? 
•    What really drives more leads?
•    What team and tech solutions do I need in place?

Join Meghan Richter, President and Co-founder of Intention.ly,  a marketing and growth consulting firm for the financial services industry, and Alex Murgiua, Ph.D., CEO and Co-Founder of Retirement Income Style Awareness® Profile (the RISA®), as they share their proven hacks for how to generate interest from your target audience and engage with key prospects, all while helping your current clients achieve better retirement outcomes.
 

Location Name
Baltimore 4-5
Session Type
Breakout Session