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Rosemary Denney Speaks at Family Wealth Alliance’s Annual Summit

Feb 13, 2020 | Events

Rosemary Denney recently shared her wealth management marketing, communication and public relations expertise as a featured speaker at Family Wealth Alliance’s 10th Annual Alliance Summit in Phoenix, Arizona. The Summit, which took place February 3-5, is an exclusive gathering of c-suite executives in the family wealth industry, where they meet to strategically address industry challenges and opportunities.

During the Summit, Denney, along with Gregory Roll of Touchpoint Growth Strategies, shared her insights on ways family wealth firms can develop a brand that resonates across generations. As more and more clients come from multigenerational households, it is increasingly important to ensure your firm’s brand resonates with not only potential clients, but future clients as well. During this session, Denney identified solutions to optimize a brand and enhance communications for a multigenerational audience.

Some of the solutions that Denney shared with her audience included the following:

  • Addressing the unique challenges and concerns that your target audience has, and then adjusting delivery of that content to be generationally focused

  • Understanding cross-generational values

  • Being open to sharing content on multiple formats and platforms

  • How to meet your audiences where they are

  • Intentional, meaningful touchpoints

If you are interested in learning more about the 10th Annual Alliance summit, click here. Or, if you would like to learn more about multigenerational marketing and how it can help your firm, please do not hesitate to contact Wealth Matters Consulting.