Michael Mingolelli, Jr. and Jennifer Root Speak at M Financial’s Annual Marketing Meeting

At the 2013 M Marketing Meeting, held October 13-16, in Los Angeles, California, Michael Mingolelli, Jr. contributed his insights as a speaker on two panel discussions.  As part of the panel for “Building Brand Identity in Specialized Markets,” Michael shared how Pinnacle’s Private Client Services business has grown by concentrating efforts and expertise very specifically on the ultra-high net worth wealth transfer planning market.



The 2013 M Marketing Meeting’s theme was “Past, Present, Future.”  Michael and his co-panelists, Dave Downey of The Downey Group, Terry Horan of Horan Associates, and Campbell Gerrish of Winged Keel Group, closed the 2013 meeting with a compelling, vibrant conversation about the future in “Imagining the M Firm of the Future:  Finding and Seizing New Opportunities.”  Their discussion covered a wide range of topics including how firms should plan to address challenges and lay the groundwork for differentiation and growth through diversity, technology and transparency.



As part of the panel speaking on “The Future of Sales and Marketing:  Impact and Advantages of Technology,” Jennifer Root, Marketing Director at Pinnacle, shared Pinnacle’s experience in significantly extending the reach of Pinnacle’s brand and thought leadership largely through digital marketing efforts such as website development, content marketing and social media.