During Schwab IMPACT 2026, Financial Planning will host an invitation-only CMO Roundtable Lunch, bringing together a curated group of senior marketing leaders for candid conversation, strategic insights, and meaningful peer connections.
📅 Date: To be announced
⏰ Time: To be announced
📍 Location: Boston, MA, within walking distance of the IMPACT conference venue
Hosted by Whitney Mitchell, Chief Marketing Officer at Arizent, publisher of Financial Planning, this private, off-the-record gathering will convene executive marketing leaders from technology and solution providers serving the wealth management and RIA communities.
Designed exclusively for senior marketing executives, this peer roundtable will provide an opportunity to exchange ideas, discuss the trends shaping wealth management marketing, and connect with fellow leaders navigating an increasingly competitive and rapidly evolving market.
Discussion topics may include:
- AI, automation, and the future of advisor technology marketing
- Building trust with RIAs and independent advisors in a crowded solutions market
- Differentiating your brand as wealth management technology continues to evolve
- Reaching and engaging decision-makers across modern advisory firms
- Turning thought leadership, events, and content into stronger pipeline impact
This is an invitation-only event for senior marketing leaders from technology and solution providers attending or participating around Schwab IMPACT 2026.
Space will be limited.
Interested in partnering with Arizent on a similar executive roundtable or leadership discussion? Please contact Amy Hamm to learn more.
