Monthly Archives: September 2022

Episode 67 – The CMO Series – Drivers of Revenue: Kimberly Beck



We’ve added a new focus within this podcast –  The CMO Series – Drivers of Revenue – to learn more about how people who run marketing departments got to where they are, how marketing has evolved and what the future holds for this important element of company success.

Kimberly Beck is the CMO at YieldX, a platform that empowers financial services firms to expand their fixed income product offerings, broaden their customer base, drive revenue and improve investor outcomes.

In today’s episode, Doug and Kimberly talk about the importance of marketing and what it means to be a Chief Marketing Officer. They also discuss:

  • The important role of being a CMO for the customer
  • How Kimberly’s past experiences prepared her to become a CMO
  • The transition Kimberly faced from leading a large company to a small startup
  • How marketing for enterprises versus marketing to advisors differs
  • Kimberly Beck’s philosophy for helping others succeed in the industry
  • How she successfully meshes sales, product and marketing
  • And the quick fire questions: Does marketing have to be expensive? What makes marketing powerful? 
  • What outside of our industry catches her imagination in terms of great marketing? What makes her marketing unique?

Resources: YieldX




Episode 66 – Have the Courage to Bet on Yourself – with Ashley Webb



Ashley Webb is the Director of Operations & Onboarding at Kingswood U.S., an SEC-registered RIA and a FINRA-licensed broker/dealer that offers comprehensive wealth management and business-building services designed specifically for the independent financial advisor. 

Ashley rose quickly into a leadership role with Kingswood.  In this episode, Doug & Ashley talk about how her upbringing, her experience as an athlete, and the fact that she fell in love with New York City on a college service trip all combined to give her the strength to pack two suitcases a book a one-way ticket to New York to start a new life. The rest, as they say, is history.

Resources: Kingswood U.S.