The 5 Best Ways to Market in a Covid-19 World

Complimentary Virtual Panel Discussion

Date:  May 28, 2020

Time:  3:00 – 4:00 p.m. ET

The Covid-19 pandemic has forced financial advisors to shift the way you market your services. In person marketing and networking is severely restricted for the near future and if you want to succeed in this new world, you have to adapt to the new virtual reality.

In today’s panel discussion, we will discuss the 5 best ways to market your advisory services in this new environment and share specific examples of how advisors are succeeding using these strategies.

You’ll learn:

1. The 5 best ways to market in a Covid-19 world and the “how” and “why” behind them.
2. Specific examples of advisors who are having success marketing in a virtual world.
3. How to move from idea to results in digital marketing.

Plus, attendees will take part in two real-time polls and learn 1) what are the most popular digital marketing strategies and 2) what are the biggest obstacles preventing advisors from achieving greater marketing results.

Guest Speakers:

Lisa Salvi, VP, Advisor Services at Charles Schwab

Lisa is a member of the Advisor Services leadership team and is responsible for Schwab’s Business Consulting and Education offer. Her team develops and manages programs and one-on-one consulting engagements designed to help independent advisors make lasting and significant improvements within their firms by focusing on key business, technology, and cybersecurity issues. Salvi’s team leads the annual RIA Benchmarking Study, the Compensation Study, and programs that support the development of advisor talent through executive education and student initiatives.

Bill Keen, Founder, Keen Wealth Advisors

With the heart of a teacher, Bill’s objective is to bring financial and retirement literacy to those serious about planning for their future. In addition, Bill and his team have a unique specialty in advising those within the engineering community, on issues such as ESOP plans, compensation, taxes, and benefits planning. He brings nearly three decades of experience to the table. Bill is also the bestselling author of the book, Keen on Retirement – Engineering the Second Half of Your Life, and the co-host of the Keen On Retirement podcast.  He is regularly asked to share his thinking with national media outlets such as U.S. News and World Report, Reuters, The Wall Street Journal’s Market Watch, and Yahoo! Finance.

Steve Sanduski, CFP^®, Belay Advisor

Steve is a business coach, New York Times bestselling author, podcast host, and the co-founder of the software and training company ROL Advisor. Previously, he was the Managing Partner of Peak Advisor Alliance, a business coaching and training resources company that grew from 0 to 1,000 coaching clients during his 11 years of managing the company. Steve is also a frequent contributor to the trade press including Financial Advisor Magazine. His long-running podcast, Between Now and Success, is one of the most popular podcasts in the financial industry.