Financial Planning
 
View in browser
 
 
 
Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
August 7, 2025
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

What are your favorite pieces of conference swag? I'd say snap-in cord organizers, hardcover notebooks with pen loops, portable power banks, stuffed animals (we have four kids) and wall chargers. Here's how to ensure your firm's swag doesn't end up trashed.

Speaking of conferences, I'm looking forward to attending Future Proof in September in Huntington Beach, California and Advise AI in October in Las Vegas. Will I see you? Let me know — robert.burgess@arizent.com.

I hope you'll check out the article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!

 
Connect with Rob:
 
linkedin
 
 
 
TOP STORIES
 
Wealth management
 
How to get the best ROI on your firm's conference swag
 
Conference (Bloomberg).jpg
 
If brands want to be remembered fondly by event attendees, experts say items with long-term usefulness outweigh cheap throwaways every time.
 
 
Read the latest in Wealthtech
 
 
 
Michael Kitces joins ADVISE AI 2025 PLUS registration is OPEN!
 
Register today for the industry's can't-miss event.
 
 
 
 
 
You're receiving this email because you signed up for Editorial emails from
Financial Planning.
 
To update the emails you want to receive, or to unsubscribe from our mailing list, please visit our Email Preference Center.
 
Arizent
 
Arizent
360 Madison Avenue, 8th Floor
New York, NY 10017
 
About | Subscriptions | Contact | Privacy Policy
 
Have questions or concerns? Contact Support
 
Follow us in real time:linkedinxfacebookwhatsapp