This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Investors Capital’s Brand It! Symposium A Rave Success

Stocks in this article: ICH

Investors Capital Corporation (ICC), the premier independent broker/dealer of Investors Capital Holdings, Ltd. (NYSE MKT: ICH), hosted its second Brand It! Symposium October 21-22 at The Ritz-Carlton Hotel in Phoenix, Arizona. The purpose of the symposium was to provide Investors Capital financial advisors with expert instruction in how to brand and market their practices for growth with prospective as well as existing clients.

“Many advisors struggle with branding and marketing themselves because they rarely, if ever, received any formal training on it,” said Robert Foney, Chief Marketing Officer and VP, Practice Management for Investors Capital Corporation. “Our goal is to help our advisors recognize marketing’s importance to their future growth and success, get them to dedicate time to its strategic planning, and give them the knowledge and resources they need for proper execution.”

Sessions included “The ABCs and Alphabet Soup of Marketing Your Practice”, “Straight Talk on Building a Marketing Plan”, “How to Become a Brand Magnet”, “Marketing Collateral That Works”, “Relationship Marketing”, “Unlocking the Referral Conundrum”, “Women in Investing”, and “Helping Advisors Attract the Affluent Through Marketing”.

Industry experts included Robert H. Foney, Chief Marketing Officer and VP, Practice Management, Investors Capital Corporation; Sharron Senter, founder, Senter & Associates; Kathy Bass, founder, Ladies Who Brand; Jennifer Fox, Vice President, Peter Montoya, Inc.; Suzanne Joshi, Vice President, Global Marketing, Pershing, LLC; and Suzanne Muusers, Principal, Prosperity Coaching, LLC.

In addition to expert lecturers, advisors received hands-on instruction in crafting their own brand identity statements, including formulating a value proposition, branding message, elevator speech, core identity attributes, and other elements essential to creating a holistic brand image.

“Bob and his team made it look easy. Each speaker came well prepared and delivered very useful information on branding, marketing, prospecting, and referral generation,” said Matthew Baltz, owner of MKB Financial Services, Inc. and a financial advisor with Investors Capital. “I began revising my marketing plan immediately and have found several new tactics to implement right away. I am sure these will lead to new clients.”

1 of 2

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!

Markets

DOW 17,804.80 +26.65 0.15%
S&P 500 2,070.65 +9.42 0.46%
NASDAQ 4,765.38 +16.9840 0.36%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs