In this episode of The Finance Marketing Podcast, Hillary sits down with wealth manager Natasha Mcpherson and WealthTech Concierge founder Paige Haynes — two friends she met at Nitrogen's Fearless Investing Summit earlier this year — for a brief recap of two of the biggest advisor tech conferences in the industry: Nitrogen's Fearless Investing Summit and FutureProof Citywide.
Together, they discuss the undeniable value of in-person conferences for financial professionals, the AI conversation dominating the industry right now and what it means for how advisors should be positioning their value, and how the relationships you build at conferences can become some of the most powerful and unexpected marketing tools in your business.
Connect with Paige:
Connect with Natasha:
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