Tag Archives: #Marketing

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

September 29, 2022Financial, Investing, Permission To Succeed, Uncategorized#Advisorpedia, #CMOSeries, #DougHeikkinen, #FinancialAdvisors, #KimberlyBeck, #Marketing, #PermissiontoSucceed, #YieldXpermissiontosucceedpodcast

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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.

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

June 27, 2022Financial, Investing, Permission To Succeed, Uncategorized#Advisorpedia, #AJBoury, #CMO, #DouglasHeikkinen, #FinancialAdvisors, #Marketing, #PermissiontoSucceed, #Startups, #theCMOSeries, #TIFIN, RIAspermissiontosucceedpodcast

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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

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

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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

April 22, 2022Financial, Investing, Permission To Succeed, Uncategorized#Advisorpedia, #BeccaZophine, #DouglasHeikkinen, #FinancialAdvisors, #Finserv, #fintech, #Intention.ly, #Marketing, #PermissiontoSucceed, #theCMOSeries, RIAspermissiontosucceedpodcast

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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

April 4, 2022Financial, Investing, Permission To Succeed#Advisorpedia, #DouglasHeikkinen, #FinancialAdvisors, #Finserv, #fintech, #Intention.ly, #KellyWaltrich, #Marketing, #PowerYourAdvice, RIAspermissiontosucceedpodcast

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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