Morningstar Investment Conference – 2019
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Stop by the Social/Digital Hub and visit with the experts!
In today’s social/digital world, it’s more important than ever for financial services professionals to understand all the nuances and opportunities. Whether you have a sneaking suspicion that you might not be keeping up with your peers … or you just want to kick-up your digital communications game to a whole new level … this is the perfect place to pick up a few new ideas and skills.
This year in the Social/Digital Hub, we’ll be addressing the following topics:
You will find the Social/Digital Hub conveniently located in the exhibit hall. Just check the conference app for the location. We’ll be there whenever the exhibit hall is open!
This year in the Social/Digital Hub, we’ll be addressing the following topics:
- How can you be more authentic and “real time” using the devices you already own (or some you can buy without a big price tag)
- The biggest mistakes advisors make when using digital communications to attract and retain clients
- How to set up and benefit from doing your own podcast
- Tips and tricks for doing videos that surprise and delight
- Creating a compliant content marketing plan
- How to create a strong online presence
- Using social media and digital ads the right way
You will find the Social/Digital Hub conveniently located in the exhibit hall. Just check the conference app for the location. We’ll be there whenever the exhibit hall is open!
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Stop by the Social/Digital Hub to:
Never done a podcast? Be our guest while you are in Chicago. Just show up whenever the exhibit hall is open and ask how you can participate in the conference content we’ll be producing live from McCormick Center! |
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Enter to win one of these incredible giveaways!
Prize #1:
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Prize #2:
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Prize #3:
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Prize #4:
- Media Training and Video Extravaganza (provided by Impact Communications) – a $995 value
- Video Interview with Television Personality Pam Krueger of PBS Fame
- Ticket to the Advisor Thought Leader Summit at Rockhurst University - August 12 & 13
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Stop by the Social/Digital Hub and visit with the experts:
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Curious about video production – both low-end and high-end? Come try our EVO gimbal and our new MEVO camera or shoot a quick video with one of the Hubsters while you are in Chicago. Just show up whenever the exhibit hall is open and tackle one of us!
This Year’s Theme: Authenticity and Engaging Digital Communications
Wednesday May 8, 2019 |
Live Conversations and Activity Schedule |
2:00 pm – 2:10 pm |
Welcome to the Social/Digital Hub Day #1 Hub Host Marie Swift will open up The Hub and set context for what is to come. |
2:10 pm – 2:55 pm |
Special Session: Digital Marketing What Advisors Get Wrong: the 3 Big Lies Advisors Fall For When It Comes to Digital Marketing and How to Avoid Related Pitfalls (Presentation) Marketing professionals Robert Sofia and Angel Gonzalez will talk about the modern buyer’s journey and how you as a savvy financial advisor can impress and engage them every step of the way. This session will also be set up for Facebook Live and Twitter Periscope streaming for those who cannot attend in person. |
5:30 pm – 7:00 pm |
Reception in the Hub Day #1 Demos and 1:1 Conversations with the Social/Digital Hub Team
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Thursday May 9, 2019 |
Live Conversations and Activity Schedule- |
7:00 am – 8:00 am |
Breakfast in The Hub Day #2 Demos and 1:1 Conversations with the Social/Digital Hub Team
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10:00 am –10:10 am |
Welcome to the Social/Digital Hub Day #2 Quick comments from the Social/Digital Team |
10:10 am – 10:55 am |
Special Session: Social Media Hello, It’s Me: Finding Your Authentic Voice And Standing Out As The Real Deal in a Noisy, Digital World (Panel Discussion) Marie Swift and a panel of experts – Victor Gaxiola, Angel Gonzalez, Johnny Sandquist and Andy Millard – will discuss social media use and best practices for financial advisors. What’s new when it comes to social media and how are other professionals using it to build relationships and business? 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. |
2:30 pm – 2:40 pm |
Quick comments from the Social/Digital Team |
2:40 pm – 3:25 pm |
Special Session: Podcasts & Videos Digital Savvy: Using the Devices You’ve Already Got to Build Reputation And Share-Of-Mind with Target Markets (Panel Presentation) Marie Swift and select social/digital experts will make the case for using your smartphone for just about everything you need and want to do when it comes to social media and digital communications. Jonny Swift, Katryna Deligiannis, Johnny Sandquist, Victor Gaxiola and Andy Millard will talk about some of the devices they use and why. They will show you examples of videos shot on smartphones, webcams and pro-sumer handicams so you can see the differences – both pro and con – for yourself. You’ll also learn why people share content online, and how to make online engagement soar. This session will also be set up for Facebook Live and Twitter Periscope streaming for those who cannot attend in person. |
5:30 pm – 7:00 pm |
Reception In The Hub Day #2 Demos and 1:1 Conversations with the Social/Digital Hub Team
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Friday May 10, 2019 |
Live Conversations and Activity Schedule- |
7:00 am – 8:00 am |
Breakfast in The Hub Day #3 Demos and 1:1 Conversations with the Social/Digital Hub Team
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11:00 am – 11:15 am |
Hub Highlights / Closing Comments Marie Swift and select Hubsters will recap activities in The Hub and share key take-aways. The panel discussion will also be set up for Facebook Live and Twitter Periscope streaming for those who cannot attend in person. |
11:20 am |
Winner, Winner, Chicken Dinner! Who will win the awesome giveaways being provided by our all-star team of marketing communications pros? We’ll draw all the winners’ the names from the entry box and make the announcements right in The Hub. Need not be present to win. We’ll email the winner and post the information on Twitter using the #MICUS hashtag. This session will also be set up for Facebook Live and Twitter Periscope streaming for those who cannot attend in person. |
11:30 am |
Goodbye. See you next year! |
Keep up with us in between conferences at www.SocialDigitalHub.com