June 25, 2025 | 10:30 AM - 11:20 AM
Your Story, Your Edge: Personal Branding for Growth-Minded Advisors
Your personal brand is the highest level of your reputation: who you are, what you offer, and what you’re known for. In today’s competitive wealth management landscape, a strong personal brand is your edge that helps you stand out and grow your business. Learn to shape and tell your story by joining this panel of marketing and branding industry leaders.
- Practice Management
Speakers

Elizabeth Durkee
Morningstar Investment Management LLC
Global Head of Marketing, Wealth

Jacquelyn Reardon
Franklin Templeton
Head of US Marketing

Susan Reilly
Reilly Connect
President & Founder

Sol Sender
Sender LLC
Brand Strategist, Former Head of Brand Strategy—Morningstar