Tag Archives: #Envestnet

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

August 18, 2022Financial, Investing, Permission To Succeed, Uncategorized#Advisorpedia, #Campaigns, #DouglasHeikkinen, #Envestnet, #FinancialAdvisors, #FinancialWellness, #IntelligentFinancialLife, #MaryEllenDugan, #Mr.Krabs, RIAspermissiontosucceedpodcast

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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 60 – Data and Intelligence Trends Shaping the Wealth Industry – With Farouk Ferchichi

June 9, 2022Financial, Investing, Permission To Succeed, Uncategorized#Advisorpedia, #DouglasHeikkinen, #EndValue, #Envestnet, #FaroukFerchichi, #FinancialAdvisors, #HyperPersonalization, #PowerYourAdvice, RIAspermissiontosucceedpodcast

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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

Resources: Envestnet

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

June 9, 2022Financial, Investing, Permission To Succeed, Uncategorized#Advisorpedia, #CMO, #DouglasHeikkinen, #Envestnet, #FinancialAdvisors, #fintech, #Marketing, #MaryEllenDugan, #PermissiontoSucceed, #theCMOSeries, RIAspermissiontosucceedpodcast

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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