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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

advisor-marketing

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Legend
Susan Theder Turned the Marketer's Hardest Job Into an Easy Button
Executive · Operator · Advisor

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.

susan-theder · financial-services-marketingRead →
Legend
Rachel Eccles Is Marketing the Conversation Before the Money
Executive · Operator · Author

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.

rachel-eccles · emoney-advisorRead →
Legend
Mike White and the Quiet Architecture of a Personal Financial Brand
Executive · Operator

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.

mike-white · raymond-jamesRead →