Episode Description
What happens when the art of persuasion meets the science of numbers in wealth management?
Dive into a compelling conversation between host Dan Gilmartin and Brad Boekestein, Chief Marketing Officer at Allworth Financial, as they unravel the strategies behind the firm's impressive growth.
Brad takes us through his journey, emphasizing the intersection of analytics and creativity in marketing—the sweet spot for driving organic growth. Learn about Allworth's innovative approach to tapping niche markets like employees and airline pilots, and the emphasis on ensuring advisors focus on financial planning instead of prospecting. For those curious about marketing strategy, the trio of strategy, structure, and execution is crucial, with insights into lead generation nuances and channel strategies.
Brad discusses:
- (06:03) His approach to strategy, structure, and execution
- (10:26) A deep dive into the metrics driving Allworth’s success
- (18:28) Mastering the funnel
- (26:14) The changing landscape of lead generation and the channels that work
- And more
Connect with Dan Gilmartin:
Connect with Brad Boekestein:
About our Guest:
Brad Boekestein is Chief Marketing Officer at Allworth Financial, leading a diverse team of marketing professionals based in cities across the country. With nearly two decades of experience in digital and traditional marketing, Brad has spent more than ten years in executive leadership roles within the financial services and insurance industries.
Brad’s passion lies at the intersection of strategy, analytics, and technology, focusing on leveraging data-driven insights to guide smarter decisions and craft impactful marketing initiatives.
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