The advisor cloud conversation.
Hearsay Summit is an annual curated gathering of 150 top leaders (field, digital, and marketing leaders from financial services + Silicon Valley and fintech entrepreneurs) to discuss how to align marketing, sales, and IT to break down organizational silos and empower the high-tech, high-touch advisor.
Touch points between advisors and clients are perhaps the most important pillar of the client experience yet often overlooked… To succeed, Marketing, Sales, and IT need to become best friends.
First class event. An impressive group of participants.
One of my top three can’t miss events of the year.