Episode Description
What makes wealth management thrive in today's fast-paced world?
Catchlight's Dan Gilmartin chats with Marissa Fox-Foley, Chief Marketing and Communications Officer at Choreo, about the art of blending financial strategy with tech-savvy marketing in the wealth management industry. Discover how Choreo fosters rapid growth through strategic partnerships, emphasizes advisor-client connections, and leverages data to enhance client service strategies.
Marissa shares insights on:
- Streamlining sales cycles with strategic storytelling [02:46]
- Choreo's intentional growth path and origin story [10:28]
- Building lasting relationships between CPAs and wealth advisors [15:32]
- The role of data in bridging CPA and wealth management services [27:17]
Connect with Marissa Fox-Foley
About Marissa Fox Foley:
Marissa Fox-Foley brings 25 years of experience to her role as Chief Marketing Officer at Choreo.
Marissa’s skillset spans both healthcare and financial services, with one common thread – a love of creating extraordinary brands, delightful client experiences, and profitable growth. Most recently, she served as the Chief Marketing and Strategy Officer for a division of Mass General Brigham, the largest private healthcare employer in Massachusetts. She’s also served as the Head of Corporate and Brand Marketing for Cetera Financial Group, where she led corporate marketing and brand strategy, creative services, conference / event marketing, wealth management marketing, and recruiting marketing. Prior to Cetera, Marissa served as Executive Vice President, Advisor Marketing at LPL Financial (NASDAQ: LPLA), where she led an award-winning team focused on developing and executing integrated marketing strategies for independent financial advisory practices.
Marissa and her family live outside of Boston, having relocated from the West Coast, where they lived in San Diego and Las Vegas. They love playing ice hockey, skiing, swimming, running, and tae kwon do.
Marissa holds a Bachelor of Arts from Harvard College and an MBA in Marketing from the Marshall School of Business at the University of Southern California.
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