Marketing ROI: Tips and Advice for Better Managing Budgets and Goals in 2024

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Cost: Complimentary

Date: On-Demand

Time: On-Demand

Produced and Sponsored by:

Every growth leader in the wealth management industry wants the same thing – a clear return on investment from your marketing programs. But getting visibility to that ROI requires more than just clear metrics…you need smart goals, the right investment, and the right team.

If you're ready to make 2024 the Year of Marketing ROI, this is the webcast for you. Join two marketing leaders who have successfully done the work of growing RIAs, custody platforms, and asset managers, and walk away with a clear roadmap for a 2024 marketing strategy that's aligned with organizational revenue, accountable to your business's growth goals, and measurable.

In this complimentary webcast, you'll learn to:

  • Determine your annual marketing spend and how to allocate it across business- aligned initiatives
  • Set up initiatives with the right success goals so results are clear
  • Create a full-funnel measurement framework so you can see how each dollar you spend impacts the bottom line

Featured Speakers:

Mary Kate Gulick | Executive Vice President, Marketing | FiComm Partners

Mary Kate Gulick is an award-winning marketing veteran, creative leader, content marketing pioneer, Amazon bestselling author, WealthManagement.com's 2022 CMO of the Year, and a finalist for 2023's Innovator of the Year. Today, Gulick serves as Executive Vice President for FiComm Partners, an award-winning growth marketing agency dedicated to helping RIAs, wealth management platforms, and asset managers crush their growth goals.
Meghan McCartan | Chief Marketing Officer | Hightower Advisors

Meghan McCartan is the Chief Marketing Officer at Hightower Advisors, overseeing advisor- facing marketing, thought leadership and events, and corporate/M&A initiatives. A big believer in personal marketing efforts to drive growth, Meghan was the architect of OCMO (Outsourced Chief Marketing Officer) initiative, through which marketing partners with advisory teams to develop and execute strategic marketing and communications plans unique to their firm.

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