The Advisor Of Tomorrow Podcast With Katie Perry: Outside The Box Marketing

Google Podcasts

Apple Podcasts

Katie Perry is the VP of Marketing at, an investing platform that is doing some of the most creative marketing in financial services--see their most recent IPOats marketing campaign for the recent Air BnB IPO.

In this episode, she brings a fresh perspective to marketing for financial advisors: she's an ideal client and approaches marketing with a different lens than traditional advisor marketers. I love where she went with some of her ideas--there is a lot of opportunities for forward-thinking advisors to market themselves in fun and effective ways.

You're going to love this epsiode!

I neglected to provide the website to register for the AGC™ webinar on December 17th at 12:00 EST in the podcast it is AGC™ Informational Webinar

Katie's Twitter

Katie's LinkedIn

Leif Abraham On All About Your Benjamins