Episode Description
How can financial advisors leverage technology to boost growth?
Daniel Gilmartin dives into a tech-forward conversation with industry leader Jim Mocci, Managing Director and Head of Marketing at EP Wealth. With a background at BlackRock and Wells Fargo, Jim shares insightful anecdotes and strategies on optimizing tech stacks, measuring ROI, and the crucial role of data in enhancing lead generation.
Plus, Jim shares his tech-forward approach discussing new integrations, and the importance of visual analytics in measuring organic growth.
Jim and Dan discuss:
- (02:18) Tech forward approach and visual analytics as game changers
- (06:37 Distinction between marketing diagnostics and business metrics)
- (08:55) The concept of 'Cost per Million' for assessing channel profitability
- (23:04) The vital intersection of brand value propositions and technology in growth
- And more
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About our Guest:
Jim Mocci is the Managing Director and Head of Marketing at EP Wealth Advisors, where he leads the firm's strategic marketing initiatives and brand development. With over two decades of experience in financial services marketing, Jim brings a unique blend of creative vision and analytical precision to his role.
Before joining EP Wealth in 2022, Jim held senior marketing leadership roles at prominent institutions, including Fisher Investments, where he served as Vice President of Global Brand Advertising and Creative Services, and BlackRock, where he was Director and Head of Global Marketing Operations for iShares. His expertise spans brand strategy, digital marketing, advertising, and client experience.
Jim holds a degree in Environmental Economics and Policy from the University of California, Berkeley, and maintains FINRA Series 7 and 63 licenses. His passion lies in building authentic, high-impact marketing that resonates with clients and drives long-term value.
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