Outside The Box Advisor Marketing With Katie Perry

13/12/2020 53 min Episodio 30
Outside The Box Advisor Marketing With Katie Perry

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Episode Synopsis

Katie Perry is the VP of Marketing at Public.com, an investing platform that is doing some of the most creative marketing in financial services. In this episode, she brings a fresh perspective to marketing for financial advisors: she's an ideal client and approaches marketing with a different lens than traditional advisor marketers.