Image For Activity Cover
2024 Playbook Series #2, Session #3: Communicating Your Value for Lead Generation and More Clients
Course Information
Content Level: Intermediate
NAPFA Subject Area: K - Marketing and Practice Management
Course Description

After deciding what types of value adds you can include and which ones your clients would most appreciate, you need to figure out how to get the word out. What's the best way to communicate what you have to offer? If you build it, will they come? With our marketing expert panel, we will talk about how to market these new service offerings in a way that makes all the difference.

Zoë Meggert

Throughout Zoë Meggert’s career, she has focused on helping businesses communicate their story in a productive way — one that will draw an audience and help them grow their bottom line. Zoë founded Perfectly Planned Content because she loves helping financial advisors convey their value and accomplish their goals through strategic marketing. Through her company, Zoë works to capture her clients’ “why” and tell authentic stories in a voice that’s true to them. This helps them to lay a foundation of trust that leads to long, successful client relationships.

Zoë has built Perfectly Planned Content around financial planners because she firmly believes they’re changing the world—one life at a time. In tandem with her clients, she and her team help develop and implement unique content marketing strategies that connect and convert.

Matt Halloran

Matt Halloran is a co-founder and chief relationship officer at ProudMouth, the world’s leading influence accelerator for financial advisors.

ProudMouth’s influence accelerator system provides the talent, tools, and training to propel experts through the influence continuum faster, equipping them for competitive advantage in today’s expertise economy.

A former business coach and life coach to top advisors, Matt has helped 5,000+ advisors create trust and build rapport with prospects they haven’t even met yet. He has studied the way people communicate for over 20 years and wrote “The Social Media Handbook for Financial Advisors,” the first social media book dedicated to financial services.

Lara Galloway

Lara Galloway, boasting over 25 years of dynamic leadership in financial services, technology, and entrepreneurship, currently serves as chief marketing officer at Goldstone Financial Group. Her extensive background in business development, marketing, product development, and strategic partnerships contributes to Goldstone's position as a leading RIA dedicated to securing their clients' financial futures. Previously, Lara spearheaded diverse initiatives at White Glove, a prominent financial services marketing firm specializing in lead generation and growth solutions for advisors.

A sought-after speaker at financial services conferences, Lara facilitates panels on growth, technology, behavioral finance, and marketing, sharing insights through podcasts and webinars. Beyond her corporate achievements, Lara is a seasoned entrepreneur and trusted business coach dedicated to empowering entrepreneurs and small business owners. As a mentor with the FinServ Foundation, Lara helps nurture the next generation of talent in the financial services industry.

Moderator - Marianela Collado, CPA/PFS, CFP®, CDS®

Marianela Collado, CPA/PFS, CFP®, CDS®, senior wealth advisor, and CEO and co-owner of Tobias Financial Advisors, has over 20 years of experience in tax, financial planning, and compliance. She’s passionate about serving ultra- and high-net-worth individuals and families and business owners, ensuring their overall financial plan and investment objectives are pursued in a tax-efficient manner.

Marianela is a frequent speaker on financial planning topics and has been featured in various financial and non-financial media outlets and articles. She’s also been recognized for her many accomplishments and contributions with awards like the Excellence in Finance Award by South Florida Business and Wealth, Women to Watch by InvestmentNews, and the Hispanic Women of Distinction Award, among others.

Marianela holds a B.S. from Hunter College in New York City and is passionate about giving back. She currently serves as a board member, chair, or member of 15 community and professional organizations.

Availability: Registration Required
Access expires on 08/30/2024
Location: Online Meeting
Date / Time: Aug 28, 2024 3:00 PM - 4:00 PM EST
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
Powered By