Katie Perry is the VP of Marketing at Public.com, 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 intro...here it is AGC™ Informational Webinar