Going to the Morningstar Investment Conference in
Chicago – June 11-13, 2018?
Stop by the Social/Digital Hub and visit with the experts!
In today’s digital-first world, it’s more important than ever for financial services professionals to understand all the nuances and opportunities.
Stop by the Social/Digital Hub and visit with the experts. Marie Swift, Quinn Law and Jonny Swift of Impact Communications (www.ImpactCommunications.org) along with Neal Quon and Blane Warrene of QuonWarrene (www.QuonWarrene.com) and other digital enthusiasts from Morningstar and special guests TBA will be on hand to help you solve your biggest digital communications challenges, from creating a compliant content marketing plan, to creating a professional presence, to using social media the right way, to the gadgets and gizmos you need to bring it all to life.
Stop by to pick their brains, complete your Online Gap Analysis, hear special panel discussions, and put your card in for the grand prize drawing: an EVO SHIFT 3 Axis Handheld Gimbal for iPhone & Android Smartphones.
You will find the Social/Digital Hub conveniently located in the exhibit hall. Just check the conference app for the location.
Stop by the Social/Digital Hub and visit with the experts. Marie Swift, Quinn Law and Jonny Swift of Impact Communications (www.ImpactCommunications.org) along with Neal Quon and Blane Warrene of QuonWarrene (www.QuonWarrene.com) and other digital enthusiasts from Morningstar and special guests TBA will be on hand to help you solve your biggest digital communications challenges, from creating a compliant content marketing plan, to creating a professional presence, to using social media the right way, to the gadgets and gizmos you need to bring it all to life.
Stop by to pick their brains, complete your Online Gap Analysis, hear special panel discussions, and put your card in for the grand prize drawing: an EVO SHIFT 3 Axis Handheld Gimbal for iPhone & Android Smartphones.
You will find the Social/Digital Hub conveniently located in the exhibit hall. Just check the conference app for the location.
Monday June 11, 2018 |
- |
2:00 pm – 2:15 pm |
Welcome to the Social/Digital Hub Day 1! This Year’s Theme: The Mobile-Ready Advisor Hosts Neal Quon and Marie Swift will open up The Hub and set context for what is to come. |
2:15 pm – 2:30 pm |
Hub Talk #1: The Mobile-Ready Advisor (Security and Best Practices) – Neal Quon |
2:15 pm – 2:30 pm |
Hub Talk #2: The Mobile-Ready Advisor (Positioning and Personality) – Marie Swift |
2:45 pm – 3:00 pm |
Demos and 1:1 Conversations with the Social/Digital Team (a.k.a, The Hubsters) |
5:30 pm – 7:00 pm |
Reception in The Hub Demos and 1:1 Conversations with the Social/Digital Hub Team
|
Tuesday June 12, 2018 |
- |
7:00 am – 8:00 am |
Breakfast in The Hub Demos and 1:1 Conversations with the Social/Digital Hub Team
|
10:00 am –10:15 am |
Welcome to the Social/Digital Hub Day 2! Quick comments from the Social/Digital Team |
10:15 am – 10:45 am |
Hub Talk #3: Social Media Savvy in the Age of Trump – Marie Swift and Panel Marketing experts vary in their opinion on how much personality and personal information advisors and other company spokespersons share on social media. Some say it is best to be authentic and sometimes even colorful but stick to safe topics, just like you would in a business social setting, while others -- including some more outspoken financial advisors -- say that they have decided to let more of their personal life and political opinions seep into their social media posts. We all know people work with people they like and trust, and social/digital communications can help your clients and strategic partners determine if you are a right fit for them. But how much is too much to reveal personally -- especially in the light of our current President and his Twitter habits? Our panelists, marketing and social media expert Marie Swift of Impact Communications, book author and veteran journalist John Wasik, fee-only financial planner Diahann Lassus, and advisor-turned-journalist Roger Wohlner will discuss this timely and very important subject. Join them in the Social/Digital Hub at this year's Morningstar Investment Conference for a lively discussion. The panel discussion will also be set up for Facebook Live and Twitter Periscope streaming for those who cannot attend in person. |
10:45 am – 11:00 am |
Q&A with panelists and The Hubsters |
2:30 pm – 2:45 pm |
Quick comments from the Social/Digital Team |
2:45 pm – 3:15 pm |
Hub Talk #4: Security and Best Practices for Financial Firms – Neal Quon and Ricardo Lafosse Morningstar’s chief security officer Richard Lafosse and QuonWarrene’s CEO Neal Quon will discuss cybersecurity for financial firms. |
3:15 pm – 3:30 pm |
Q&A with panelists and The Hubsters |
4:30 pm – 6:00 pm |
Reception in The Hub Demos and 1:1 Conversations with the Social/Digital Hub Team
|
Wednesday June 13, 2018 |
- |
8:00 am – 9:00 am |
Breakfast in The Hub Demos and 1:1 Conversations with the Social/Digital Hub Team
|
11:00 am – 11:15 am |
Hub Highlights with Neal Quon and Marie Swift Neal and Marie will recap the activity in The Hub and share key take-aways. |
11:20 am |
Big Drawing: Gimbal Giveaway Watch the #MICUS hashtag to see who wins the grand prize! Need not be present to win. The gimbal will be boxed up and shipped to the winner. |
11:30 am |
Goodbye. See you next year! |