Branding and Marketing Communications for Investment Advisers


Webinar - Branding and Marketing Communications for Investment Advisers

Thursday, May 11
3:00 – 4:00 p.m. (ET)

What you think about your company should align with how others perceive your company. This webinar will look at the customer journey and how clients and potential clients interact with your brand. It will explore the practical steps for learning about your audience, strategically communicating with consistency across all media, and improving the crucial moment of engagement.

Topics Covered

Many investment advisers struggle to adequately demonstrate what sets their firm apart. In this webinar you will learn:

  • The importance of communicating with clear messaging about your firm so your target audience can make informed decisions when investing with you
  • How to engage your audience and inspire them to act


Paul Leibowitz is President, Chief Creative Officer and Owner of Leibowitz Branding and Design. He oversees integrated brand, print, digital and e-marketing strategies for a variety of clients in financial services, education, media and healthcare. Paul is an associate member of the IAA, a corporate partner of MFEA (Mutual Fund Education Alliance), and a member of AIGA (American Institute of Graphic Artists). He has lectured at Columbia Business School and Syracuse University on entrepreneurism and branding. In addition, Paul has been a Professor of Professional Practice at Syracuse University School of Design where he taught Branding and Communications Design. Download to see image

Webinar Audio Platform

Audio for this webinar will be broadcast through the internet via your computer speakers. Please visit the IAA's Webinar FAQ page or email if you have questions.


Click the "Register" button on this page.

Registration for the live webinar closes on Wednesday, May 10, at noon ET.

IAA Members and IAA Associate Members: The live webinar and a link to the recording are complimentary. Registrations made on or before May 10 at noon ET are automatically registered for both the live webinar and the recording.

Non-Member Registration Fees: The live webinar is $250 (per computer logon). The recorded webinar is $250. The cost for both is $475.

Cancellations and substitutions must be received in writing no later than noon (ET) Wednesday, May 10, 2017. There are no refunds for cancellations after this date. Email your requests to


For questions regarding this webinar, call (202) 293-4222 or email


Since 1998, Leibowitz Branding & Design has been providing the asset management industry with strategic marketing solutions. We grow brands by creating breakthrough visual identities, on-point messaging, and compelling communications across print and digital media. We excel at brand strategy and design, web design and development, content creation for print and digital, and advisor and shareholder communications. Visit for more information.