The end of the turf war: aligning frontline advisors and marketing for brand success

Is the age-old conflict between frontline advisors and marketing sabotaging your brand’s success?

A unified brand experience is no longer a luxury – it’s a necessity. Clients expect consistency across all touchpoints, and a disjointed firm can create off-putting friction. Whether it’s a partner using outdated messaging, a marketing campaign that doesn’t resonate with clients, or inconsistent branding across different touchpoints, these missteps can damage your brand’s credibility and hinder growth.

In this session, we’ll show you how to create a unified force for growth. Discover how to foster a culture of collaboration, ensuring that frontline advisors and marketing are working towards the same goals, with consistent messaging and a shared understanding of your brand promise.

We’ll cover:

• Ending the turf war: Practical strategies for aligning frontline advisors and marketing teams, fostering collaboration, and creating consistent messaging.
• Building a culture of collaboration: How firm culture and authenticity impact alignment and brand perception.
• Strategic partner engagement: Identifying the right external partners (e.g., agencies, technology providers) and integrating them into the funnel.
• Measuring success: Key metrics for tracking the impact of alignment on your brand and bottom line.