Financial Advisory firms and teams would like to better train their teammates to be able to manage their marketing in house.

The challenge, however, is assuming that wealth management marketing is just something we all know!

Wealth Management marketing requires a full understanding of the investor psychology and mindset, and an ability to fully differentiate yourself through various channels and platforms.

In the CWMM program, your teammates can learn all the details around:

—Investor Messaging and Branding

—Website design work and best practices

—Search Engine Optimization

—Do It Yourself Video Creation

—Social Media best practices for investors