Investors Capital's Brand It! Symposium A Rave Success

Investors Capital's Brand It! Symposium A Rave Success

Financial advisors receive marketing, branding, and practice management instruction from industry experts at firm's regional conference

LYNNFIELD, Mass.--(BUSINESS WIRE)-- Investors Capital Corporation (ICC), the premier independent broker/dealer of Investors Capital Holdings, Ltd. (NYSE MKT: ICH), hosted its second Brand It! Symposium October 21-22 at The Ritz-Carlton Hotel in Phoenix, Arizona. The purpose of the symposium was to provide Investors Capital financial advisors with expert instruction in how to brand and market their practices for growth with prospective as well as existing clients.

"Many advisors struggle with branding and marketing themselves because they rarely, if ever, received any formal training on it," said Robert Foney, Chief Marketing Officer and VP, Practice Management for Investors Capital Corporation. "Our goal is to help our advisors recognize marketing's importance to their future growth and success, get them to dedicate time to its strategic planning, and give them the knowledge and resources they need for proper execution."

Sessions included "The ABCs and Alphabet Soup of Marketing Your Practice", "Straight Talk on Building a Marketing Plan", "How to Become a Brand Magnet", "Marketing Collateral That Works", "Relationship Marketing", "Unlocking the Referral Conundrum", "Women in Investing", and "Helping Advisors Attract the Affluent Through Marketing".

Industry experts included Robert H. Foney, Chief Marketing Officer and VP, Practice Management, Investors Capital Corporation; Sharron Senter, founder, Senter & Associates; Kathy Bass, founder, Ladies Who Brand; Jennifer Fox, Vice President, Peter Montoya, Inc.; Suzanne Joshi, Vice President, Global Marketing, Pershing, LLC; and Suzanne Muusers, Principal, Prosperity Coaching, LLC.

In addition to expert lecturers, advisors received hands-on instruction in crafting their own brand identity statements, including formulating a value proposition, branding message, elevator speech, core identity attributes, and other elements essential to creating a holistic brand image.

"Bob and his team made it look easy. Each speaker came well prepared and delivered very useful information on branding, marketing, prospecting, and referral generation," said Matthew Baltz, owner of MKB Financial Services, Inc. and a financial advisor with Investors Capital. "I began revising my marketing plan immediately and have found several new tactics to implement right away. I am sure these will lead to new clients."

Investors Capital will host its third and final Brand It! for 2012 at The Sheraton Colonial Hotel in Wakefield, Mass. December 6 - 7. The regional symposium will resume in 2013 at The Ritz-Carlton Hotel in Marina Del Rey, Cal. in April.

About Investors Capital Holdings, Ltd.:

Investors Capital Holdings, Ltd. (NYSE MKT: ICH) of Lynnfield, Massachusetts is a diversified financial services holding company that operates primarily through its independent broker/dealer and investment advisor subsidiary, Investors Capital Corporation (ICC). Our mission is to provide premier, 5-Star Service and support to our valued registered representatives, including top notch advisory programs, strategic practice management and marketing services, and transformational technology, to help them grow their businesses and exceed their clients' expectations. Business units include Investors Capital Corporation, ICC Insurance Agency, Inc., and Investors Capital Holdings Securities Corporation. For more information, please call (800) 949-1422 x4814 or visit

Investors Capital Corporation
Robert Foney, 781-477-4814
Chief Marketing Officer

KEYWORDS: United States North America Arizona Massachusetts


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