Now in its 30^th year, SIFMA’s Sales and Marketing Conference is North America’s premier conference for sales and marketing managers in private client groups at global and regional broker-dealers.

This conference will address many tactical ways to enhance client service, grow sales, leverage marketing innovations, augment wealth management strategies, prepare clients for the financial adjustments related to retirement, and leverage global economic conditions. 

Who Should Attend

·         Heads of Private Client Groups

·         CEOs of Regional and Small Firms

·         National Sales Managers

·         Corporate Marketing Directors

·         Private Client Group Marketing Managers

·         Regional Managers

·         Branch Managers

·         Wealth Management Directors

·         Financial Advisors/Investment Consultants

 

Why You Should Attend

·         SIFMA’s Sales and Marketing Conference is our only conference specifically designed for those who service the investing public.

·         You will hear current perspectives from global and regional firm executives about effective wealth management, client service, leadership, and marketing.

·         You will take away tactical ideas that you can implement to improve client service and effectively manage your organization.

·         Our networking opportunities are unsurpassed.  You will interact with your peers from the United States and Canada, as well as a large number of vendors with services that can help you improve service and productivity.