January 17 2019 - RIA Group Meeting
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1/17/2019
When: Thursday, January 17, 2019
5:45 PM - 8:00 PM
Where: MassMutual Tri State
186 Wood Avenue South
Lower level of the building - Please Follow signs.
Iselin, New Jersey  08830
United States


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#FPANJRIA

 

Date: Thursday, January 17, 2019

Topic: Panel Discussion on Successful Marketing Techniques for RIAs

Time: 5:45 PM - 8:00 PM

 

Sponsored By:

 

 

David Archer
darcher@russellinvestments.com
(212) 702-7912

 

 

Location: 

MassMutual Tri State
186 Wood Avenue South
Lower level of the building - Please Follow signs.
Iselin, NJ 08830

 

Description:
We are inundated daily with opportunities to pay for marketing. We can buy seminars, print advertising, direct-mail or pay for SEO and web advertising. Should you buy an advertisement in a local newspaper no one reads? How about that Church bulletin or paying to be listed as a top adviser in a glossy magazine? How do we know that any of our spending is going to bring in even one additional client? Will writing a blog do anything for you? Do you really need to start cold-calling?

Join us for a discussion on what marketing techniques really work. Learn what fellow RIA advisers have done that is effective and the metrics they use to find out. Learn what they have rejected and why. Our panel consists of two advisers and a marketing consultant. Listen and ask questions as they explain the secrets of marketing success!

 

Fees:

FPANJ Member - $10

Non-Member - $20


Cancellation Policy: ALL cancellations must be made 72 hours prior to the event. Any cancellations made within the 72 hour period of the event unfortunately can NOT be refunded.

 

Credits: There are no credits available for this meeting.

 

Light dinner & refreshments will be available.

 

Moderator:

 

 

Thomas Duffy, CFP®, MBA
President
Jersey Shore Financial Advisors, LLC

 

Panelists: 

  



Jason Kolinsky, CFP®
Investment Advisor Representative
Kolinsky Wealth Management, LLC

James Kinney, CFP®
Financial Pathways

Jeanine Genauer, MBA
Founder & President
JPR Group

 

 

 

 

 

 

 

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