CaroleAnne Hardy discusses “marketing with purpose and personality” at the 2017 SSG Conference

CaroleAnne Hardy spoke at the Shareholders Service Group (SSG) Conference for Independent Registered Investment Advisors in San Diego on April 26, 2017.

CaroleAnne presented a session on the importance of marketing “with purpose and personality” and how the use of original, dynamic online content can help advisors attract and retain clients.

Lauren Klein of Klein Financial Advisors–an SSG advisor–shared how focusing on personalized marketing has helped her grow her firm and strengthen her client relationships.