Tag Archives: #CMO

Episode 62 – The CMO Series – Drivers of Revenue: AJ Boury



AJ Boury is the Chief Marketing Officer at TIFIN, a financial service creating engaging wealth experiences to improve financial lives through AI and investment intelligence driven personalization for the advisor and self-directed investor, recognizing the uniqueness of each investor.

In this episode, AJ joined Doug to talk about what it means to be a CMO in the modern world of integration and startups. They also discussed:

  • How AJ set his sights on being a CMO and gained his valuable skillset
  • What the marketing departments were like at his previous companies
  • The transition from working at large businesses to joining a startup
  • How to manage the pie of the digital world, competition, and growth after COVID
  • How to effectively mesh sales and marketing
  • And the lightning round: Does marketing need to be expensive? What makes marketing powerful? Where can we find great marketing outside of his industry? What makes his marketing unique? Is “The CMO Series – Drivers of Revenue” an appropriate title?

Resources: TIFIN 




Episode 59 – The CMO Series – Drivers of Revenue – With Mary Ellen Dugan



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?

Resources: Envestnet