On Aug. 21 and 22, the 1847Financial Boca Raton firm had the pleasure of welcoming Regional Marketing Manager Alyse Engel and Marketing Specialist Lily Winn for two exciting days of all things marketing! The visit was packed with valuable insights, strategy sessions, and opportunities for the team to elevate their marketing efforts.

One of the highlights of the visit was the series of 1-on-1 meetings with Financial Professionals. Alyse and Lily sat down with individuals to provide personalized guidance, helping them fine-tune their marketing approaches. These sessions were designed to tailor strategies to each advisor's unique needs, ensuring they could better connect with clients and prospects.

In addition to the one-on-one consultations, Alyse and Lily presented "Campaigns to Boost Your Marketing," an engaging session aimed at sharing actionable ideas to enhance marketing efforts. The presentation covered practical marketing tips, campaign ideas, and tools available to Financial Professionals, all designed to grow their business and strengthen client relationships.

Marketing Specialist Brittany White typically coordinates with field leadership on special projects and initiatives and was able to meet the team and support the presentation. Her behind-the-scenes expertise added another layer of depth to conversations, and her presence was greatly appreciated by everyone.

The two-day visit was a fantastic opportunity for collaboration, knowledge-sharing, and equipping the Boca Raton team with the resources to excel in their marketing efforts. The insights shared during these meetings will surely help propel their marketing strategies to new heights!

Pictured: Brittany White (Marketing Specialist), Stephen Good (Business Development Director - Boca Raton), Alyse Engel (Marketing Manager), Lily Winn (Marketing Specialist)

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