The King is back in Wealth Management.

Sharing our Learning’s – Wealth Marketing through a Crisis

Updated: May 2, 2020

Our Sales & Marketing team is in the fortunate position of spending most of our time talking to, and learning from some of smartest Marketing and Sales leaders in Wealth Management industry.

In a small effort to pitch in during this crisis, we want to share some of the knowledge we’ve collected back to our fellow Marketers, specifically around today’s challenge of “Marketing through a Crisis”.

To that end, we are creating a series of blog posts sharing tips & best practices. The first post highlights 3 tips Jim Speros of Fidelity Investment shared during a webcast discussing lessons learning marketing through 2008 Financial Crisis.

Below is a little intro video from Brendan Kenalty, CMO of ReachStack. We hope they help a bit. Please let us know if you find them helpful or have any questions or suggestions.