Once you know what your website should be doing, it’s time to roll up your sleeves and get it to work. In this session, we’ll explore practical strategies to turn your site into a proactive tool that helps achieve your business goals. We’ll focus on key areas like lead generation, building sales funnels, and increasing brand awareness, providing insights into the resources and technology that can help make this a reality.
Our panelists will share the most effective tools for reaching prospects, engaging clients, and maximizing conversions. You’ll also learn to implement systems that track website performance and fine-tune your approach based on data-driven insights. By the end of this session, you’ll have a roadmap for making your website a cornerstone of your marketing efforts.
Bridget Grimes, CFP®, is the president of WealthChoice, a boutique financial life planning firm for women executives, and co-founder of Equita Financial Network, a collaboration of women-led financial planning firms. She is also a CFP® Board Ambassador and author of the bestseller, “Corner Office Choices: The Executive Woman’s Guide to Financial Freedom.” Bridget believes in empowering women through education, collaboration, and support so they have the confidence to take action for a better life.
Molly Pierce is CEO at Track That Advisor, a company that supports financial advisors by bringing clarity, focus, and statistics to the table. After starting her career as a pricing and wholesale analyst at an energy company, she joined the financial advisory industry in 2017 in her current role. Molly is passionate about helping advisors and their teams find efficient ways to track their business data metrics and grow to their maximum potential. Sam McCue
Great marketing and great SEO are the same thing to Sam McCue; you can’t have one without the other. Sam has been with XYPN since 2021, making sure the bones of its marketing strategy can stand the test of time. Previously, he championed marketing strategy at startups, global companies, and everything in between — including Oracle, Cisco, and SmartBug Media. This exposure has given Sam a good perspective on the “need to haves” and “nice to haves” in marketing.
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.