In 2025, The American College of Financial Services is a finalist across multiple categories as part of Think Advisor’s Luminaries Class. As part of that recognition, Jared Trexler, senior vice president, chief marketing and strategy officer at the college, has been singled out in the CMO of the Year category for his work on ensuring the America College is meeting the needs of today’s advisors.
In this podcast, Trexler talks about his team developed new in-person events and certifications that help advisor address the needs of their clients.
You’ll also hear:
- Why The American College of Financial Services' new Horizon’s event was developed to focus exclusively retirement issues.
- How certifications can help advisors develop knowledge about issues such as tax advice.
- What 2026 holds for The American College of Financial Services and its programs.
To hear the full interview and to learn more about the 2025 Luminaries Class, check out Think Advisor’s additional coverage.
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