Evolving your company’s approach to marketing and customer experience is required to stay ahead of the competition, even for the most established pillars of business. In this episode, Lauren Gerstner, Head of Marketing, MassMutual Financial Advisors, details how the centuries-old institution continues to adapt to meet changing expectations while maintaining the authority and customer trust it has established over 171 years.

Tune in to learn:

• (10:18) Opportunities from MassMutual’s partnerships, including the Boston Red Sox
• (16:00) How advisors need to engage with marketing
• (18:57) How Lauren views artificial intelligence for driving growth
• (22:01) MassMutual’s unique “Awkward Silence” campaign

Mentions:

1:45 Northwestern Mutual - https://www.northwesternmutual.com

1:46 H&R Block - https://www.hrblock.com/home/

1:47 HP https://en.wikipedia.org/wiki/HP_Inc.

1:51 New York Life - https://en.wikipedia.org/wiki/New_York_Life_Insurance_Company

18:37 Chat GPT - https://en.wikipedia.org/wiki/ChatGPT

20:52 REGBI (Regulation best Interest) - https://www.finra.org/article/regulation-best-interest-%28reg-bi%29-overview

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