advisor-marketing
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SmartAsset’s real business begins after the calculator
Millions arrive with a money question. SmartAsset turns some of those questions into introductions to financial advisors - then sells the software to keep the conversation going.
Susan Theder Turned the Marketer's Hardest Job Into an Easy Button
After years of buying marketing technology for financial advisers, Susan Theder crossed the table to build it - betting that the best system is the one that gives busy people their time back without sanding away their personality.
Rachel Eccles Is Marketing the Conversation Before the Money
The English major turned fintech executive has spent her career making complicated subjects easier to enter. At eMoney, her real product is not software alone - it is permission to begin a useful conversation about money.
FMG Turned the Compliance Headache Into a Marketing Machine
Financial advisors are supposed to market constantly and phrase everything carefully. FMG built a business by making those two demands coexist - then bought the missing pieces.
Mike White and the Quiet Architecture of a Personal Financial Brand
For more than two decades at Raymond James, Mike White has worked on a delicate brief: give thousands of financial advisors the tools of a large institution without sanding away the personal voices that clients trust.