February 7 | 1:00pm – 1:50pm
San Diego, CA
According to the TD Ameritrade Institutional FA Insight Study: Growth By Design, advisory firms anticipate marketing and new client development will be top challenges to address in 2019. Our panel of experts delivers first-hand marketing knowledge to fuel your future business success. Learn best practices, top marketing trends and tips to attract new business. Panelists include: Karen Lee – Chief Marketing and Strategy Officer, Mercer Advisors Jud Mackrill – Chief Marketing Officer, Carson Group Allison Hillgren – Director of Marketing and Communications, Beacon Pointe Advisors Edward Kummer – Chief Marketing Officer, United Capital Moderated by Kristin Petrick, Managing Director, Institutional Marketing, TD Ameritrade