Farouk Ferchichi is the Global Head of Data and Analytics at Envestnet, a company whose mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone.
Doug and Farouk sat down at the Envestnet Advisor Summit and talked about the importance of hyper personalization in service in order to please clients and prospects. They also discuss
The difference between hyper personalization and personalization
How to meet people’s ecological and environmental concerns
How to react to the current speed of technological growth
What two considerations are most crucial when collecting and using data
What Envestnet is doing to expand their DNA footprint
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.
Mary Ellen Dugan is the CMO at Envestnet, a company whose mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone.
In today’s episode, Doug and Mary Ellen talk about what it truly means to be a chief marketing officer. They also discuss:
What inspired Mary Ellen to become a CMO and how she gathered her necessary skill set
How she successfully meshes marketing with sales
What has changed over the past two years for Envestnet and how has the focus shifted
How people who are being targeted perceive targeted marketing
Mary Ellen’s philosophy when it comes to marketing and connecting with clients and prospects
And the quick fire questions: Does marketing have to be expensive? What makes marketing powerful? What makes how she markets unique?
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.
Our first guest is Becca Zophin, CEO of Integrated Partners and InTouch Innovations. Integrated partners has been helping financial advisors achieve their entrepreneurial vision since 1996 by offering comprehensive business building services. InTouch Innovations has been the marketing partner of choice for financial planners, small business owners, professional practitioners, and leaders of some of the most important nonprofit organizations in the country since 2000.
In today’s episode, Doug and Becca talk about her journey through financial services marketing and how the role of marketing has evolved. They also discuss:
How Becca decided marketing was her career path & how she built the toolkit required to be a CMO
What she has learned from staying with Integrated Partners for so long
How marketing helps Integrated Partners compete for advisors
How she decides on the unique recipe for marketing success for each advisor she works with
How she manages her advisors to make good choices
And the quick fire questions: Does marketing have to be expensive? What makes marketing powerful? What makes how she markets unique?
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial. Becca Zophin is the Chief Marketing Officer with Integrated Partners, and with InTouch Innovations and not affiliated with LPL Financial.
Danielle Mariano of DeFreze Financial Services and Kingswood U.S. is part of the next generation of financial advisors stepping up to lead their firms into the future.
In today’s episode, Doug and Danielle talk about her professional evolution, what it’s like to become the succession plan for a firm, and how she knew she needed a new broker-dealer to help her evolve her business to its next phase. They also discuss:
How Danielle got drawn into financial services and learned to run an advisory business from the ground up
How her former role as an athletic coach has helped her in working with clients and managing a business
Why she finds being a female advisor a huge advantage
Why she sought out a new broker-dealer, and what her search process looked like
How partnering with Kingswood U.S. has helped her manage and grow her business
We’re starting 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.
Our first guest is Kelly Waltrich, CEO and Co-Founder of Intention.ly, a growth engine design consultancy and marketing agency that works with fintech and finserv companies who want to transform the trajectory of their business.
In today’s episode, Doug and Kelly talk about her journey through financial services marketing and how the role of marketing has evolved. They also discuss
How Kelly built the toolkit required to be a CMO
Why it is important for sales and marketing to be aligned
What is her recipe for success in marketing
How to narrow down your goals to be focused on the right thing for your company
What CEOs who want to build the right marketing mix need to know
Kate Healy is a leading marketing professional and advocate for diversity and inclusion – particularly for women – within the financial services industry.
In this episode of Permission to Succeed, guest host Matt Halloran talks with Kate about who she is, what she does, and where she sees financial services going from here. They also talk about her work to attract a diverse population into our industry and some resources available to help people who want to learn more about joining.
Amy Hart Clyne has dedicated her career to helping prosperous families fulfill the promise and potential of their legacies and achieve wealth momentum. As Chief Knowledge and Learning Officer, Amy brings more than 25 years of experience in the ultra-wealth space
She recently co-authored a book, Finding her Voice and Creating a Legacy: Portraits of Pioneering Women Leading Wealthy Families, in which she interviewed a large number of women from prominent families and shares their stories
In this episode of Permission to Succeed, Doug and Amy talk about some of the stories shared with Amy – how these women evolved from a traditional female role within their families to being true leaders and shaping the future for generations to come.
Today we are joined by Amelia Garland, head of Professional Buyer Sales, and Courtney McQuade, head of Audience Development and Citywire Studios, both from Citywire RIA, a Citywire publication in which all news, views and analysis is aimed at those individuals who decide their firms’ investment proposition and manage client portfolios.
In this episode of Permission to Succeed, guest host Matt Halloran talks with Amelia and Courtney about how they got their starts, how they ended up in financial services, and how Citywire’s passion for personalized stories, good journalism and good social media helps their messages “rise above the noise.”
Joseph R. Biondo is the founder & senior portfolio manager of Biondo Investment Advisors, a boutique wealth management firm offering comprehensive financial services and personalized advice to individuals and businesses to help them achieve financial well-being and live their most inspired life.
In this episode of Permission to Succeed, Doug & Joe discuss his professional path, and how his commitment to doing what’s right and taking a longer, more holistic view of clients led him to going independent.
Michael Nessim is the Chief Executive Officer and Managing Partner of Kingswood U.S., one of the fastest-growing advisor platforms in the country. In this episode of Permission to Succeed, learn how his early experiences led to his belief that there was room for a new broker dealer, and how his conviction that, for him, there was no option but success drove him to build the partnerships required to grow and evolve his business.
