EP 15 – Driving Marketing Innovation Through Data and Tech with Jim Mocci

Grow Organically
14/05/2025 31 min
EP 15 – Driving Marketing Innovation Through Data and Tech with Jim Mocci

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Episode Synopsis

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 …

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