Having a multitude of industry connecting live professionals gathered in one place simultaneously is a rare occurrence. While conferences offer ample opportunities for enjoyment, they also serve as invaluable tools for advancing sales objectives.
Beyond the interactions with ecosystem partners, conferences present an ideal setting to conduct a substantial number of client meetings in a single event. A sponsor at the 2023 Exchange emphasized, “The number one challenge I have is getting in front of clients. At Exchange, I can get in front of existing clients and meet new prospects more easily than traveling for a month.”
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Exchange proves to be the perfect environment for conducting essential business and making progress within the financial advisor segment.
Travel fosters cognitive flexibility. When engaged in activities outside the usual routine, neurons are more receptive to forming different connections. Consequently, being away from normal settings makes individuals more open to new ideas and alternative problem-solving approaches.
“I attend conferences like Exchange to take a pause, get out of the office, and focus intentionally on practice innovation,” shared Autumn Soltysiak CFP®️, Partner and Wealth Management Advisor at & Wealth Management.
When deals or ideas seem stagnant, attempting to advance them in a different setting may yield a fresh perspective and outcomes.
Conferences serve as the ultimate platform for branding. When held early in the year, like Exchange, they offer an excellent opportunity to kick-start annual marketing and distribution campaigns directly to the target audience.
As a complement to broader marketing strategies, marketers can bring their brand to life with custom, curated experiences at live events. This allows asset managers to be creative with promotional items and serves as an effective tactic for presenting products and ideas to a captive audience.
Conferences attract key financial publications and media outlets, providing opportunities to secure features for spokespeople and thought leaders. This inclusion of earned media enhances the overall marketing campaign, extending the message beyond the conference itself.
While online meetings have become standard, in-person meetings offer unique opportunities and advantages that virtual calls cannot replicate.
Conferences provide asset managers with the chance to touch base, face-to-face, with all their ecosystem partners—ranging from market makers and index providers to listing exchanges and data platforms. Every stage of product development involves various contributors, making conferences the perfect venue to explore new potential partnerships or strengthen existing ones.
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