Tag Archives: #fintech

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

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

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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 



Episode 58 – The CMO Series – Drivers of Revenue – With Becca Zophin

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

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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.

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.

Resources:  Integrated Partners | InTouch Innovations



Episode 56 – The CMO Series – Drivers of Revenue – With Kelly Waltrich

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

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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
  • Why she founded Intention.ly

Resources:  Intention.ly

Episode 39 – Can Financial Technology Catch Alexa? – with Doug Fritz

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

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This episode of Permission to Succeed features Doug Heikkinen and Doug Fritz, founder & CEO of F2 Strategy, discussing financial technology and how financial advisors should be thinking about it, evaluating their options, and planning for the future. They also talk about how Doug’s passion for helping people led him to found F2 Strategy, and advice he has for others looking to make the leap and start their own companies.

In this podcast, you will hear:

  • How FinTech is playing catch-up to investor expectations in a world of Alexa and rideshare apps
  • How to know if you have good technology in place
  • The importance of purposefully making and adapting to change to build the muscle memory necessary to do it again and again
  • Key points to consider when evaluating new technology solutions

 

RESOURCES:  F2 Strategy 

Episode 27 – Leveraging FinTech to Help Clients Manage Financial Wellness – with Larry Shumbres

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Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Larry Shumbres, CEO of Totum Risk, discussing the evolution of FinTech, the role data plays in helping Advisors plan for their clients’ financial wellness throughout their lifecycle, and the highs and lows of being an entrepreneur in this industry.

In this episode, you will learn:

  • How technology and advice are consolidating into single platforms across the industry.
  • How improvements in cybersecurity allow the flow of data to be transferrable and easy.
  • How Advisors are consolidating data from multiple sources to calculate financial wellness over the totality of their clients’ lives.
  • Larry’s advice for fellow entrepreneurs coming into this industry.

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IRIS Media Works recorded 16 Permission to Succeed podcasts from our pop-up podcast “studio” in the Discovery Data booth at IMPACT 2019. Fueled by coffee and the conference energy swirling around us, we had a great time talking to leaders from across the financial services industry. Thank you to Discovery Data and to our guests for participating in this grand experiment. We hope you enjoy and learn from these conversations as much as we did.

RESOURCES: Totum Risk |Totum Risk LinkedIn | Discovery Data

HASHTAGS FOR PUBLISHING: #IRISMediaWorks #PowerYourAdvice, #PermissiontoSucceed #TotumRisk #LarryShumbres #DiscoveryData #SchwabIMPACT # risk, #fintech, #investors, #investments, #risktolerance, #capacity