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
Rikin Patel is the Co-Founder of Kingswood US’s Family Office, who has been helping financial advisors surpass their business and personal goals while reaching their entrepreneurial dreams through comprehensive wealth management and business-building services.
In this episode, Rikin joined Doug to talk about his journey to becoming an advisor, his approach to client management and how he approaches integrating insurance in his clients’ accounts.
They also discussed:
What influenced Rikin while growing up that led him to becoming a CPA
His revelation of wanting to help clients in a different way than other advisors
How he views accumulation and deaccumulation in a client’s lifecycle
Why insurance plays a significant role in his client management
His experience at firms along his career, deciding to join Kingswood, and why the family office is special
What Rikin is excited about at this point in his career
Alyssa Rakovich is the Director of Strategic Relationships for The Estate Registry, an online tool designed to notify creditors of the passing of a loved one or a client.
Doug and Alyssa sat down at the T3 Advisor Conference and discussed the process of preparing for relative wealth transfers and building relationships with those of the new generation. They also discussed:
How The Estate Registry helps advisors who want to pass down their business
The need for The Estate Registry
What their products NotifyNOW and InheritNOW do for advisors
How it prevents advisors from letting their clients pass without a will
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?
Matt Nielsen is the Co-Founder of Kingswood Family Office, which focuses on endowment-style investing for ultra high-net-worth individuals and families. In today’s episode, Doug and Matt talk about his professional journey, the circumstances that drove him to find a new partner, and how Kingswood’s creativity and commitment to his (and others’) growth set them apart from other potential providers. They also discuss:
What it’s like to work with professional athletes
Why Matt focuses on endowment-style investing
How Kingswood Family Office began from a shared commitment to growth and a great introduction
How Kingswood helped Matt and his partner become the succession plan for another Kingswood advisor
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
