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"An excellent high yield overview of many of the marketing items that we should be paying attention to, and some actionable things to take away."


"I was very impressed with each speaker and the breadth of the topics covered."

Brett Gallagher
Strategic Global Advisors, LLC


"The big get bigger, the small must perform."

Ira Cohen
Independent Trustee


"90% of the attendees rated the 2020 Conference as Valuable or Very Valuable."


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Each session is 30-minutes. The accompanying transcripts include Q&A answered during and after the broadcast. We trust you'll find value!

Thriving in Asset Management

Growth Strategy, Mutual Fund Competition, Fund Flows

Understanding M&A and Current Valuations

Mutual Fund Valuations, M&A in Asset Management

Creating Content-Rich Websites

Content marketing, Web design and copy, copywriting

Going Digital with PR

Digital PR , PR during coronavirus

Communicating with Advisors in a Virtual World

Omnichannel marketing, Email marketing

Maximizing Trends in Platform Distribution

Industry Trends, Distribution , Platforms


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