Episode Description
Are you ready to uncover the strategic insights that can transform your wealth management practice?
Dan Gilmartin engages in an insightful dialogue with Crystal Mathis, the CMO and Partner at Signature FD, to delve into the intricacies of driving organic growth in highly regulated industries. With a rich background in marketing and communications, Crystal shares her journey and seamlessly intertwines practical advice with personal anecdotes, focusing on building solid marketing foundations and leveraging innovative tech stacks to streamline operations.
Dan and Crystal discuss:
- The importance of building a solid marketing foundation before diving into lead generation
- Insights into constructing a synergistic team that complements marketing strategies
- Strategies for leveraging CRM and marketing automation tools to enhance client relationships
- Real-world examples of effective lead generation tactics and their outcomes
- And more
About our Guest:
Adept at devising inventive, authentic brand narratives, Crystal helps elevate and amplify SignatureFD’s story among current and prospective clients and partners. She has nearly ten years of experience in developing and executing needle-moving marketing campaigns and driving integrated communications strategies. She has earned top awards from both SABRE and PRSA for her work.
Connect with Crystal Mathis:
- LinkedIn: Crystal Mathis