Presentation:
The Marketing Playbook: Proven Strategies for Financial Advisors
Speaker:
Robert Hughes, MBA, IMC
CEO
Hughes Integrated, Marketing for Advisors
Date/Time:
Thursday, March 12th
12:00 pm to 1:00 pm
Location:
Virtual through Zoom
This presentation is pending approval for 1 CFP CE
About the Presentation:
Too many advisors rely on outdated tactics that fail to attract their best-fit clients. In this session, you’ll get a step-by-step playbook for growing your practice with modern, relationship-driven marketing. Learn how to clearly differentiate your practice, leverage Centers of Influence (COIs) for high-value referrals, and implement marketing strategies that position you as the go-to advisor in your niche. Walk away with actionable insights you can start using immediately to drive growth and impact.
Learning Objectives:
- Describe the elements of a clear and compelling value proposition that differentiates their advisory firm in a crowded marketplace.
- Develop a niche-focused messaging strategy that attracts best-fit clients and supports practice growth.
- Outline a relationship-driven marketing plan that leverages Centers of Influence (COIs) to generate consistent, qualified referrals.
- Apply a proven marketing framework to build awareness, trust, and engagement with ideal prospects.
- Evaluate their current marketing efforts and identify at least two strategic improvements they can implement immediately.
About the Speaker:
Rob Hughes understands how frustrating it can be for financial professionals to invest in marketing that doesn’t drive results. As a long-time Professional Member of Kingdom Advisors and former executive coach to financial advisors across North America, Rob has spent years inside the industry, witnessing the missed growth opportunities that come from unclear messaging.
Today, Rob leads Hughes Integrated—a StoryBrand Certified marketing agency helping advisors clarify their message and grow with confidence. Whether presenting at the Kingdom Advisors Redeeming Money Conference or CALU in Canada, Rob’s keynotes empower advisors to cut through complexity, connect with the right clients, and build trust faster through relationship-driven marketing.
Rob’s sessions are practical, interactive, and rooted in real-world wisdom. He draws from real-world experience as a VP of Sales, a business coach, and now an agency CEO to help financial practices shift from referral-dependent to strategically positioned for sustainable growth.
