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Winter Conference Re-Cap

In January, around 100 financial marketers braved frigid temperatures to attend NEFMA’s Winter Conference in Woodstock, Vermont. The harsh weather was quickly forgotten upon arrival at the charming Woodstock Inn, where a roaring fire greeted guests.

 Many NEFMA members who arrived early Thursday headed to the nearby town of Quechee for a guided tour of the Simon Pearce glassware plant. Thursday evening, attendees gathered for cocktails and hors d’oeuvres at the Networking Reception, immediately followed by dinner in the Woodstock Inn’s main dining room.  During dinner, guest speaker Clay Adams, CEO of Simon Pearce, delivered a fascinating account of his experience managing a luxury brand through rapid growth and diversification.

Friday’s conference program began with breakfast and a welcome address from NEFMA President, Bill Dewitt. The morning sessions covered a broad range of marketing topics including market research, compliance, and event planning. First up was “Getting to Know Your Customers,” a detailed look at several research techniques that every marketer should be familiar with. The “Compliant Sales and Marketing Strategies” presentation went deep into the intricacies of UDAAP regulations and how to avoid common compliance issues. “Event Planning Essentials” rounded out the early sessions with some innovative approaches to creating successful customer events.

After lunch, keynote speaker Ted Rosen presented “How to Stop Selling Products and Start Building Relationships.” As president of Expert Business Development LLC ,  Ted specializes in helping financial service providers build strong relationships.  His session demonstrated his thorough knowledge of relationship building techniques, as he shared many useful insights on designing internal processes and effective sales training.