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On this episode of WealthTech Unwrapped, Ned speaks with Kerry Ryan, Director of Financial Services Industry Marketing at Seismic. They discuss, not just WealthTech, but sales and enablement, along with current marketing trends in financial services, and most importantly, what is wrong with the industry today and how to make it better for the future.
Key Takeaways:
1) At present, wealth management is competitive, and the market for it is choppy and scary, but this is when advisors are needed most.
2) When it comes to marketing, it is important to find champions and advocates early on in your business, especially when implementing new technology.
3) Potential clients want to be empowered and informed with more content and information. This is where advisors can add value.
On this episode of WealthTech Unwrapped, Ned speaks with Kerry Ryan, Director of Financial Services Industry Marketing at Seismic. They discuss, not just WealthTech, but sales and enablement, along with current marketing trends in financial services, and most importantly, what is wrong with the industry today and how to make it better for the future.
Key Takeaways:
1) At present, wealth management is competitive, and the market for it is choppy and scary, but this is when advisors are needed most.
2) When it comes to marketing, it is important to find champions and advocates early on in your business, especially when implementing new technology.
3) Potential clients want to be empowered and informed with more content and information. This is where advisors can add value.