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

Image of Elizabeth Durkee

Elizabeth Durkee

Morningstar Investment Management LLC

Global Head of Marketing, Wealth

Image of Jacquelyn Reardon

Jacquelyn Reardon

Franklin Templeton

Head of US Marketing

Image of Susan Reilly

Susan Reilly

Reilly Connect

President & Founder

Image of Sol Sender

Sol Sender

Sender LLC

Brand Strategist, Former Head of Brand Strategy—Morningstar