Video List from The Marketing Forum

We featured quite a few videos during The Marketing Forum--from funny commercials to engaging presentations about using video to market your practice like a pro. If you were there and wanted to review the videos, you now have a list you can bookmark. If you didn't get a chance to attend, and you wanted a taste of what some of our attendees saw throughout The Marketing Forum, just look below and hit play. Advisor Video for the Modern Age ING Commercial: What's Your Number? Generic Brand ...

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The Venue for The Marketing Forum

  The slideshow above is from the beautiful Hyatt Regency in Orlando, FL. Not only do they offer golf, a full-service spa, and 24-hour in-room dining, but it's also the venue for our live conference focused solely on marketing - The Marketing Forum. During your stay, you'll be in the heart of the action on International Drive. The Hyatt Regency Orlando (formerly The Peabody) brings you within minutes of world-famous theme parks while letting you escape in upscale accommodations and ...

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7 Reasons You Should Attend The Marketing Forum

Are you committed to business growth and success? Join us for a marketing event and experience that is strictly for financial advisors. Below are 7 reasons you should attend The Marketing Forum this September 23 - 25 in Orlando, FL To register (or dig deeper), please click here. 1. It's 100% Focused On Marketing Many industry events try to cover every aspect imaginable. They end up sacrificing depth for broad coverage. Our goal is to drill deeply on the types of information and activities ...

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Do You Have a Marketing Success Story?

A special feature of The Marketing Forum is that many presentations will include interviews and experiences with advisors who have been especially successful in marketing themselves. While we have already handpicked some advisors for certain presentations, there are still several opportunities for more to have a share Share Your Success Stories If you have been successful in marketing your business in one of the following areas below, we want to hear from you! Success may be defined in broad ...

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What Will Your Advisory Practice Look Like in 2015?

It’s easy to think that good intentions and sheer determination are enough to take you to the next level in your business, but this isn’t the case. Without a comprehensive plan in place, your best intentions can get thrown off track in a heartbeat. Many advisors struggle with managing time, prospecting, and handling day-to-day business issues, while others get to enjoy the ownership of a thriving practice. So, what’s the difference? We all have the same number of hours in a day, so why ...

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50 Things I Learned at the Platinum Elite Advisors Forum

1. Designate a WOW czar on your staff to champion amazing client experiences that set you apart. It can’t be the advisor. It has to be an experienced, trusted staff member who has the personality to deliver outstanding service. 2. Create a written human capital strategy that explicitly states where you want your firm to be in one, five, and ten years. 3. Build and retain a great office team by compensating well and offering results-based bonuses. Your business will benefit by keeping ...

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