CMO Michele Welsh on Marketing Matchup
Verdence CMO Michele Welsh on Marketing Matchup
In the first part of Marketing Matchup’s season finale, Angela Giombetti, Chief Marketing Officer at Wealthspire Advisors, Terra McBride, Chief Marketing Officer at Prime Capital Investment Advisors, Darcy O’Brien, Chief Marketing Officer at Simon Quick Advisors, and Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors return to share how they’re tackling brand visibility, advisor support, and the never-ending pressure to do more with less.
Chapters
00:00 Introduction
02:55 Marketing Challenges and AI Integration
05:45 Brand Visibility and Marketing Strategies
19:51 Public Relations and Brand Awareness
12:07 Tactical Approaches to Marketing
15:01 Leveraging Acquisitions for Growth
18:05 Building a Cohesive Brand Identity
20:49 Surgical Marketing Tactics
23:59 Resurfacing Content and Education
26:40 Targeting Niche Markets and Specialties
32:01 Building a Collaborative Advisor Network
36:36 Balancing Personal and Brand Marketing
40:51 Empowering Advisors with Marketing Resources
46:23 Creating a Unified Brand Experience
50:47 Managing Timelines and Expectations
You can learn more about Michele and Verdence Capital Advisors at:
Learn more about the Marketing Matchup Podcast here.
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