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

Marketing Trends is brought to you by Salesforce Marketing Cloud. For more great marketing insights, sign up for The Marketing Moments newsletter. You'll get ideas to help you build better customer relationships, invites to upcoming events, and access to the latest industry research. Subscribe at https://sforce.co/MarketingMoments

----

Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.