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Referral Marketing Redefined: How Firms Are Optimizing for Organic GrowthReferral Marketing Redefined: How Firms Are Optimizing for Organic Growth

Allison Warner, CMO of Beacon Pointe Advisors, explores the evolving trends in referral marketing and organic growth for wealth management firms.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

December 4, 2024

From traditional client referrals to innovative digital lead generation programs like SmartAsset and Zoe Financial, discover how firms are leveraging a mix of strategies to maximize ROI.

Learn about the importance of follow-up, optimizing SEO for local markets, and creating shareable client experiences that drive referrals. With insights into balancing custodial partnerships and pilot programs, this is a roadmap for firms looking to scale their growth while staying nimble in an ever-changing market.

About the Author

Shannon Rosic - Moderator

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

See more from Shannon Rosic - Moderator