In the final session of the Playbook, we turn the spotlight to you and your website. This is where theory meets practice - we’ll review real-world examples, discuss common website challenges, and share best practices for optimizing your site’s performance. Attendees are encouraged to share their experiences and ask questions, creating a collaborative environment for exchanging ideas.
Through case studies and expert advice, you’ll gain valuable insights into what’s working well for other financial advisors and how to apply those lessons to your website. We’ll cover advanced tactics for improving your website’s functionality, increasing conversions, and continuously evolving your online presence to meet changing client needs. You’ll leave this session with a clear action plan to boost your website’s effectiveness and ensure it works hard for your business.
Abby Tuke is the director of marketing and a shareholder at Truepoint Wealth Counsel. In her role, she oversees the firm’s marketing and communication strategy for Truepoint and Commas. Abby is skilled at staying focused on the big picture without forsaking the important details. During her tenure, she has strengthened Truepoint’s digital strategy and diversified the firm’s advertising and communications outlets. She also acts as Truepoint’s brand manager, providing messaging guidance and encouraging enthusiasm and adoption across the firm.
David DeCelle, CEO of Model FA, has helped hundreds of firms and advisors grow their businesses over the last seven years. Previously, he was a financial advisor, building and selling a successful practice. David’s passion is helping growth-oriented advisors and firms get to the next level by enhancing the client experience they provide and generating more client referrals. He’s also extremely attuned with what marketing strategies actually work and what’s a waste of money.Taylor Schulte
Taylor Schulte, CFP®, is the founder of Define Financial, a Fee-Only retirement planning firm with over $225M in assets under management. In addition, he is the co-founder of The AGC Community, co-host of Kitces Summits, and host of two Apple Top 100 podcasts: The Stay Wealthy Retirement Show and Experiments in Advisor Marketing. Taylor has been recognized as a "Top 40 Advisor Under 40" by InvestmentNews and as "The #2 Independent Financial Advisor in the U.S." by Investopedia.
Moderator - Lauren Hong
Lauren Hong, president and CEO of Out & About Communications, founded O&A in 2013. Nearly 75% of her clients are RIA firms and other members of the wealth management community. Lauren and her staff act as a strategic marketing partner for firms, supporting them with project-based work or acting as an outsourced marketing department, with team members well-versed in jargon-heavy workplaces, long sales cycles, and taking a unique approach to help companies reach their next level of growth.