How Do Others Think Of You? Exploring and Improving Personal and Team Branding

Wednesday, 3:30 pm - 5:30 pm
Location: Zoom Meeting

Jean Dunn – Vice President, T. Rowe Price Investment Services, Inc.

Dr. Maribeth Kuzmeski – President, Red Zone Marketing
Amy Parvaneh – Founder and CEO, Select Advisors Institute
Brie Williams – Vice President and Head of Practice Management, State Street Global Advisors

Time: 3:30 pm - 5:00 pm: Interactive Panel Discussion (Zoom)
5:00 pm - 5:30 pm: Rotating Breakout Rooms/Cocktail Hour (Zoom)
Add to Calendar 10/07/2020 3:30 PM 10/07/2020 5:30 PM America/Los_Angeles Branding YouZoom Meeting CFALA false MM/DD/YYYY

Part 3 of 4 in our Wealth Management Excellence Series.


With traditional networking and in-person meetings no longer a viable form of business development, it has become more important than ever to build a brand for yourself (or your firm) that clearly communicates your vision, mission, core values, and value proposition.

How can you stand out from the crowd and build an authentic brand that your target audience can resonate with? How can you then take your brand and leverage social media and technology to build business development and market strategies to find your ideal clients?

This Zoom Meeting format will allow you to answer polls, ask questions, and chat with your fellow attendees one-on-one or one-to-many in real time during the speaker session.

Once the speaking session is over, have your cocktails ready at 4:45pm as we place attendees into small breakout rooms for you to share ideas and thoughts together. Stick around for rotations every 15 minutes.


Jean Dunn | Jean Dunn is Vice President of T. Rowe Price Investment Services, Inc., and an Insights Leader in the Product and Marketing Group. Jean creates thought leadership and provides consultative services to financial professionals, sharing industry best practices. Her goal has been to arm financial professionals with the actionable insights, tactics and tools they need to help their clients reach their goals.

Jean is focused on helping financial professionals understand and adapt to the changing face of wealth in the United States and is passionate about researching how the shifts in intergenerational wealth and family dynamics influence how Americans save, invest and plan for their futures. She is a CERTIFIED FINANCIAL PLANNER™ professional and received her B.S. in Political Science from Truman State University. Back To Top ^^


Dr. Maribeth Kuzmeski | Maribeth Kuzmeski is President of the consulting firm, Red Zone Marketing. Maribeth and her firm personally consult with some of the nation’s top financial professionals managing from $300 million to over $1 billion in client assets. Maribeth has written 7 books including the bestseller The Connectors. She is an international keynote speaker rated as a Top 25 C-Suite Speaker by Meetings & Conventions Magazine, has spoken at The Million Dollar Round Table, and is a regular presenter at Barron’s Top Producer conferences.

Maribeth also teaches an integrated marketing course at Oklahoma State and Columbia University. Maribeth is also a frequent media contributor appearing on Fox News, USA Today, The New York Times, Wall Street Journal, Forbes, and hosts a popular podcast featuring inspiring businesswomen. Maribeth has a bachelor’s degree from the Newhouse School of Public Communications at Syracuse University, an MBA from The George Washington University, and a PhD in Business Administration from Oklahoma State University. Back To Top ^^

Amy Parvaneh | Amy Parvaneh is the Founder and CEO of Select Advisors Institute. Amy brings nearly 20 years of experience in wealth management marketing, business development, consulting and leadership development to Select Advisors Institute.

Amy received her MBA from Duke University, previously worked at the Investment Management division of Goldman Sachs & Co., where she grew a client base whose net worth exceeded a billion dollars. She has also been featured in the WSJ, Barron's, Michael Kitces Financial Advisor Success Podcast, InvestmentNews, and RIABiz. She has extensively taught about the wealth management industry and behavioral finance as a faculty professor at Pepperdine University and as an adjunct professor at City University of New York Baruch. Back To Top ^^

Brie Williams | Brie Williams is a Vice President of State Street Global Advisors and Head of Practice Management for the Global SPDR Business. She manages an innovative team utilizing behavioral finance insights to enhance strategic thinking, create growth programming and produce practical results for wealth management firms and financial advisors. Her award-winning team of practice management strategists is responsible for thought leadership, coaching and consulting techniques.

Prior to joining State Street Global Advisors, Brie was a Senior Vice President at Putnam Investments where she was responsible for brand strategy and U.S. retail intermediary mutual fund product marketing. Brie’s professional background includes a career in global marketing communications and consumer research, where she managed accounts in the retail, packaged goods and health care industries for valued brands that we all know and love, including Frito-Lay, McDonald’s, and Target. Her work on Vonage earned her a Bronze Effie for marketing effectiveness.

Brie holds a BA from Southern Methodist University and an MA from Emerson College. She has also earned the FINRA series 7 and 63 licenses. Back To Top ^^

As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.
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Registration Fees
$5 (Member) | $20 (Non-Member)

Part 3 of 4 in our Wealth Management Excellence Series.

Payment Information
We accept the following:

If you prefer to pay by check please email and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.

Mail Check To:

CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.

Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail
Series Chair:
Yves-Marc Courtines, CFA
Event Chair:
Jon Rugg, CFA




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