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 you need for your business to grow. That’s why we chose to make our event all about marketing.
Some of the topics we’ll be covering include:
- Marketing trends to watch
- Lead gen and social media
- The mobile revolution
- Search engine optimization
- Creative prospecting strategies
- Ways to stand out in your marketplace
- Attracting your ideal prospects
- Targeting niches
- And more
If it involves ways to create, build, and strengthen relationships between you and clients, we’re going to discuss it.
2. Receive a Custom Action Plan
We know the routine with many events: you attend, you get excited about growing your business, and then the euphoria wears off by the time you return to the office and get absorbed into your day-to-day.
We’ve taken this into consideration. We are going to conduct workshops where you and your team will get together with people from Platinum, and we’ll facilitate discussions so you will leave with your action plan in place.
You will leave with a documented:
- Communications plan
- Marketing plan
- And budget
Imagine this: all of your important marketing planning done before you even board a plane!
3. Fast Pace Will Keep Your Attention
This isn’t going to be one of those events where you go and sit, and you receive one presentation after another of people droning on and on about some strategy or tactic.
- Multi-part symposiums
- Actionable workshops
- Multiple 15-minute presentations focused on one key topic
4. Uniquely Formatted to Benefit Teams
It’s important to bring key people with you (e.g. your assistant and any staff involved with marketing). Throughout the event, you are going to be sitting right next to the people from your firm who will help you execute the strategies.
Now, you might say, “Why would I bring my team if I can just come and take notes and relay that to them? Do they really have to be there with me?”
Yes! While you will be sitting next to each other–sharing the experience and hearing the same information–you will actually be on two different tracks.
As you follow along the presentations, you will refer to workbooks which will have specific items to be executed upon by:
- You, the advisor
- Your assistants
- Your marketing person (or team)
Additionally, there will be specific items outlined that you can outsource or have Platinum help you accomplish.
5. Hear Successful Advisors Share Their Strategies
We’ll be conducting advisor interviews with successful financial planners from all around the country who have used these strategies to succeed in their practice. They are going to tell you exactly what they did and how they did it.
In fact, there may still be a chance for you to join them on stage if you have your own marketing success story. Fill out this survey here.
Selected participants may receive 50% off registration to The Marketing Forum.
6. Built-In Accountability
Not only will you leave with a completed action plan, but we will also get a copy of it.
This means we will be following up with you to make sure that you can successfully execute on each of your action steps.
7. High-Quality Video Production Opportunity
This is beyond a basic green screen setup. We will have an actual video studio at the event.
- Film a live video with our models
- Be interviewed with pre-approved, compliance-approved scripts
- Have the video edited and produced for you
This video will be delivered to you at a fraction of the cost of what you would be able to do on your own or by having a film crew travel to your office.
Want to accelerate your business goals and growth? Join us as we share valuable insights, prompt you and your assistant to reach business breakthroughs, and kick-start a fully-detailed action plan for your marketing in 2016.