Winter Meetings of the Profession
Back To Schedule
Thursday, January 24 • 10:05am - 11:15am
Marketing Breakaway I - Advisor of the Future Workshop

Sign up or log in to save this to your schedule, view media, leave feedback and see who's attending!

Based upon the disruptors which are converging to challenge professional service provider’s to further distinguish themselves, this workshop offers a fresh perspective on how marketers can be better prepared to support the advisors of the future. During this workshop, attendees will be introduced to: The five distinctive competencies that firms need to possess to drive higher levels of value creation by adopting a true client champion mentality, applying greater levels of cognitive flexibility and communications agility, delivering higher levels of value by adopting a business accelerator and indispensable partner mindset. WHAT YOU WILL EXPERIENCE:
  • Understand how the next wave of client expectations will shape what marketing will need to support
  • Learn how the 5 distinctive competencies of the Advisor of the Future can be incorporated into the marketing and business development programs
  • Be introduced to a gamification process that can be internally championed to gain alignment on the distinctive competencies of the future
  • Learn how to apply CEI’s PROOF model to better understand the needs of stakeholders throughout the client life-cycle 

Thursday January 24, 2019 10:05am - 11:15am PST
Surf D