This session is intended to give insight into two different practices from the country with presenters who have been in the industry for decades.

The insights into their practices are to be focused on the following:

Scott, with Ironshield Financial Planning, will discuss marketing strategy.  How technology is used to move the firm forward. The technology behind it, how it is tracked, how adjustments are made to further the profitability of the firm.

Vince, with Promerita Group, will focus on building a brand.  What Vince’s firm has done to distinguish themselves from the crowd and how establishing a brand is a key factor to his success.