Blending Data and Trust in Advisor Marketing

03/11/2025 51 min Episodio 1
Blending Data and Trust in Advisor Marketing

Listen "Blending Data and Trust in Advisor Marketing"

Episode Synopsis

Daniel Gilmartin, Chief Marketing Officer of Catchlight, and Andrew Johnson, Co-Founder & CEO of Testimonial iQ, offer a wealthtech perspective on the journey from prospect to client, and how modern advisors are professionalizing their sales funnels.