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

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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
Dave Christensen Put the Impossible List Back on the Desk
Founder · Operator · Executive

Dave Christensen Put the Impossible List Back on the Desk

For two decades, Dave Christensen has built marketing technology around a stubborn question: how can financial advisors grow without sounding less human? Now, as FMG's CEO, he is reopening the product ideas that once looked impossible.

dave-christensen · fmgRead →