“10 Marketing Tips” for Successful Businesses

This event will be enlightening and engaging as we have a roundtable discussion about marketing opportunities for your business. The focus will be on client retention and business development as we discuss the “10 Marketing Tips” for Successful Businesses.

About the Host: I have over 15 years of experience in all facets of marketing including client communications, brand strategy, direct marketing, website design and management, advertising, event planning and client contact database management systems. My clients include non-profit organizations, financial advisors/planners, accountants, attorneys and other small to mid-sized businesses.

I am also licensed in securities (7, 66) and have a good understanding of the many complexities surrounding compliance and the marketing of securities products at the independent broker/dealer level as well as at the wire house level.

Starbucks is conveniently located in the Madison Park neighborhood. Parking is free and we will be meeting in a private conference room. I look forward to meeting you.