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Mission Statement
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Our mission statement:
Our purpose is to provide opportunities for the personal and professional development of members through educational meetings and networking opportunities.


Our goals are to:

  • Educate and inform individuals involved in financial services marketing on topics critical to their success.
  • Offer a practical forum for meaningful exchange of information.
  • Provide ample opportunity for the professional growth of the membership.
  • Assist financial institutions in achieving positive bottom line impact via sound marketing practices.