What to do in the conference vacuum: How to refocus your conference budget on other brand-building activities

COVID 19 has forced the cancellation, at least for the near term, of most in-person conferences and events.  Both Schwab and Morningstar’s massive advisor conferences will now be online. This isn’t all bad.  Early feedback on other well-attended events that have been held virtually is promising.  Apple’s virtual conference is likely to attract many more people than would otherwise have [...]

By |2020-07-20T11:22:01-06:0007/01/2020|

Earned is the new paid

Financial institutions are increasingly thinking outside the box when it comes to marketing their financial products and services. As Fidelity’s Abigail Johnson said in a Nov. interview, “I'm very down on conventional advertising...I think that conventional advertising will be less and less the way of the world. We need to find other ways to get people to give us a [...]

By |2020-04-24T09:42:38-06:0002/01/2019|
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