Session 3: Strategic Marketing Management for Financial Services Professionals

Monday, May 1, 2017 -
12:30pm to 3:25pm

Session type:

Managing an investment and wealth management business requires understanding the markets you serve, their needs, and how to deliver value. This session, delivered by Professor Jonah Berger, The Wharton School, University of Pennsylvania, will examine marketing fundamentals to help financial service professionals create and communicate value to their customers.  Learn how to segment your market, target the needs of clients, and effectively position your offerings, as well as how to turn customers into advocates that can grow your business.