Monthly Archives: August 2022

Episode 65 – Envestnet’s Ingenious New Marketing Campaign with Mary Ellen Dugan

Financial, Investing, Permission To Succeed, Uncategorized, , , , , , , , ,

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Mary Ellen Dugan is the Chief Marketing Officer at Envestnet, a financial service company that empowers advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone.

Doug and Mary Ellen talked about Envestnet’s creative marketing campaign that meshes a beloved money-loving cartoon character with planning and investing in an informative way.

They also discussed:

  • Where the idea came from and how they got approval to run it
  • What is was like working with Paramount and Nickelodeon
  • This being a sequel or a stand alone for the next evolution of Envestnet
  • The current response to the campaign
  • The Intelligent Financial Life and what advisors and clients receive
  • How Envestnet thinking outside the box will attract others in the industry to do the same

Resources: Envestnet Intelligent FInancial Life 



Episode 64 – A Purposeful Approach to Client Management – With Rikin Patel

Financial, Investing, Permission To Succeed, Uncategorized, , , , , , , , , ,

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Rikin Patel is the Co-Founder of Kingswood US’s Family Office, who has been helping financial advisors surpass their business and personal goals while reaching their entrepreneurial dreams through comprehensive wealth management and business-building services.

In this episode, Rikin joined Doug to talk about his journey to becoming an advisor, his approach to client management and how he approaches integrating insurance in his clients’ accounts. 

They also discussed:

  • What influenced Rikin while growing up that led him to becoming a CPA
  • His revelation of wanting to help clients in a different way than other advisors
  • How he views accumulation and deaccumulation in a client’s lifecycle
  • Why insurance plays a significant role in his client management
  • His experience at firms along his career, deciding to join Kingswood, and why the family office is special
  • What Rikin is excited about at this point in his career

Resources: Kingswood US, Kingswood Family Office