.jpg?width=700&auto=webp&quality=80&disable=upscale "WMTV on Location")
Sights, sounds and insights from industry events and more.
Jolt! 2022: Abby Salameh on Advisor Brand Digitization and Leading With LearningJolt! 2022: Abby Salameh on Advisor Brand Digitization and Leading With Learning
Get personal branding for financial advisors within a digitized world.
May 31, 2022
In this video, Timothy D. Welsh, president, Nexus Strategy, and Abby Salameh, chief marketing officer, CAIS, discuss personal branding for financial advisors within a digitized world.
Tim and Abby discuss:
What CAIS does and where the growth is coming from today;
What happened with the 60/40 portfolio;
How important a personal brand is in a digitized world and where advisors can get started;
What advisory businesses need to understand about strategic marketing; and
What innovations CAIS has planned for the rest of the year—technology enhancements through their education platform, the invitation-only CAIS summit for independent financial advisors and bringing more asset managers to the platform.
See more of our coverage from Jolt! 2022
