Complimentary Web Seminar
Smart Ways To Embrace Diversity Marketing To Grow Your Client List
Date: Thursday, September 27, 2012
Time: 2pm ET | 11am PT
For far too long, there has been a stereotype that financial marketing should be targeted to white males leaving too much opportunity on the table. Let’s face it: One-size-does-not-fit-all when it comes to financial advisement.
There are growing niches of financial power within that have been relatively untapped for whatever reason. Smart financial advisors are realizing this and now expanding their portfolio, as well as their horizons to meet these needs. But where do you begin?
Join Senior Market Advisor for this live, interactive webcast and hear from industry experts regarding the right way to target distinct areas including women, African Americans and Hispanic Americans, among others. Attend this online-only event and learn how each niche responds to different types of marketing and communication for successful sales.
Senior Market Advisor
Daniel Williams is an award-winning journalist and business editor with extensive experience in print, online and trade shows. Prior to joining Senior Market Advisor, Daniel was editor of Real Estate Southern California magazine and West Coast South Bureau Chief of GlobeSt.com, both are divisions of Real Estate Media. Previously, he covered the commercial real estate beat for the Orange County Business Journal. While there, he received a certificate of merit from SABEW (the Society of American Business Editors and Writers Inc.) for a story on "OCs Cash Economy." A native of the Deep South, Daniel relocated from Los Angeles to Denver with his wife and daughter.
James R. Veal
Founder & Managing Member
JRV Wealth Management Group, LLC
James R. Veal is founder and managing member of JRV Wealth Management Group, LLC in Philadelphia, Pa. He has been in the financial services industry since 1995. He is a Philadelphia native and an active community leader who takes pride in giving back and work tirelessly educating his clients, city and state employees, local employers, and the general public about the strategies and importance of building wealth - specifically in the African American and Latino communities.
He created his own financial planning and investment advisory firm to provide services to people who are often neglected, underserved, and severely affected from a shortage of competent financial professionals. His objective is to improve the financial intelligence and illiteracy that has plagued much of society by instituting financial educational seminars, workshops, classes, and webinars in which to help create wealth and negate financial struggles. He does most of these forums for FREE and has volunteered as a financial educator at local colleges and universities for the past 11 years.
President, Founding Partner and Sr. Financial Advisor
True Capital Advisors, LLC
Rebecca founded True Capital Advisors, LLC in May 2009 following 7 years as a Sr. Financial Advisor with Merrill Lynch in New York City and Central Florida where she advised affluent families, business owners, and corporate executives on all aspects of their finances. Rebecca holds the Certified Financial Manager designation and is well positioned to advise clients on portfolio and asset management, personal or business credit, retirement and estate planning, and protection from unnecessary income, capital gains, or estate taxes.