About This Webinar
Join us for The Future of Advisor Marketing: Using AI to Amplify Growth, as we explore the revolutionary potential of AI and practical applications that you can use in your firm’s marketing efforts.

In an era where technology is rapidly transforming the financial industry, it’s become essential for advisors stay in the know to gain a competitive edge. During this session, we’ll delve into the practical applications of AI that you can implement immediately into your firm’s marketing strategies.
Agenda
  • How AI can help enhance and streamline your marketing efforts, enabling you to focus on high-value activities such as client relationships and prospecting.
  • Ways to amplify your creative potential by harnessing AI for idea generation and compelling content creation.
  • Ins and outs of AI’s time-saving techniques that can revolutionize communication and the potential limitations you need to be aware of.
Presenters
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    Hannah Gerstner
    Director of Digital Marketing
    Hannah Gerstner is an award-winning marketing leader who helps financial advisors create impactful, revenue-generating marketing campaigns. She’s also a professional listener, really good question-asker, and a David Bowie fanatic.

    As the Director of Digital Marketing at CreativeOne, Hannah blends her natural curiosity, strategic acumen, and a love for data to build results-oriented marketing plans. With nearly a decade of experience in creating marketing strategies for small businesses, Hannah works closely with financial advisors to customized lead generation campaigns that convert into new business.

    Hannah and her team leverage a variety of marketing approaches, including go-to-market strategy, growth tactics, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.
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    Perry Boles
    Chief Marketing Officer
    Perry plays a vital role in supporting the growth of independent financial advisors. With a sharp strategic mind and a talent for creating impactful marketing campaigns, Perry helps financial advisors expand their client base and reach their business objectives.

    At the helm of a skilled marketing team, Perry inspires his colleagues to think outside the box and develop innovative solutions to complex marketing challenges. He places a strong emphasis on delivering measurable results for the firm and its clients, ensuring that each marketing campaign has a tangible impact on their success.

    Perry is a visionary leader, driven by a passion for marketing and a commitment to excellence. He cultivates a supportive and collaborative work environment, encouraging his team to take ownership of their projects and bring their unique ideas to the table. Under his leadership, the marketing team at CreativeOne continues to set new standards for innovation and results in the financial services industry.
  • 1689089825-84f1c3ddcb298644
    Sarah Williams
    Vice President, Marketing Communications, CreativeOne
  • J
    CreativeOne Podcast Studio
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