On June 9 at 4:00pm ET, the UHNW Institute will host its next Practice Management Clinic, “From SEO to AEO: How AI is Reshaping Marketing,” focusing on the Sales and Marketing pillar of the Institute’s Building Blocks of Practice Management.
Led by the expert panel of Liz Fritz and Rosemary Denney and facilitated by Kat Margiotta, this interactive program will explore two critical dimensions of AI’s impact on your firm’s marketing and growth strategy:
- External Marketing and Communications: How your firm’s AI searchability and visibility are shaped, and what you can do in your marketing and communications practices to control the narrative and bolster your firm’s credibility.
- Internal Technology and Processes: The technology and processes firms need to have in place to optimize for AI, streamlining the marketing pipeline, amplifying operational efficiencies, and enabling lean teams to produce more targeted, consistent content.
The session will focus on key operational takeaways and actionable insights across both dimensions of what AI has changed in the marketing landscape.
Member firms are encouraged to extend the invite to their CMO and others in similar roles responsible for sales and marketing delivery.
Attendees should come prepared to actively participate in discussion, engage with fellow participants, share perspectives and experiences, and contribute thoughtful questions and insights throughout the conversation.
Register through our portal here.
Meet the SMEs
Kat Margiotta – Moderator
VP of Brand and Business Development
BBR Partners
Rosemary Denney
CEO
Wealth Matters Consulting
Liz Fritz
Co-Founder
F2 Strategy