You have surpassed the tough obstacles of starting your business and building it into a successful advisory practice that provides you with financial stability. Your clients love you. You’re respected among your industry peers.
So…now what?
To keep moving forward and reach next-level growth, advisors can't rely on the same old strategies. Gretchen Halpin, co-founder of Beyond AUM - a growth agency for financial advisory firms - will explore what it means to successfully market your advisory firm today, relying on an approach that encompasses the entire client experience.
From challenges in differentiation, fee compression noise and B2B technology advances, Halpin will share practical tips firms can use to rise above new challenges and industry disruption. Advisors will learn how to adopt growth strategies that goes beyond the realm of printed sell-sheets and digital presence and positions them as thought leaders in the areas their ideal clients truly care about.
Gretchen Halpin
Gretchen Halpin is a strategic visionary with over 25 years of leadership and marketing experience. She is the co-founder of Beyond AUM, a growth, marketing and technology agency that specializes in serving financial advisory firms. Halpin's primary focus is to accelerate and guide organizational growth in a positive, sustainable way. With vast, multifaceted leadership experience, Halpin pioneers the strategy and growth initiatives that drive success across every aspect of business — from marketing and business development to the client experience — all while ensuring that decisions and initiatives are aligned with her clients’ overall mission. Halpin has been a featured speaker at numerous industry events and conferences, including the annual eMoney Advisor Summit, and Financial Advisor Magazine’s Invest in Women conference. In addition, Gretchen has been featured in many media outlets including Forbes, Advisor Perspectives and Financial Advisor Magazine.