Kirsten Ly, Chief Marketing Officer at Modera Wealth, and Danielle Onesto, Director of Marketing at Abacus Wealth Partners, both arrived in wealth management through unconventional paths, and both independently built branded advisor marketing programs designed to move their firms from reactive, referral-dependent growth to something more systematic and scalable.

Kirsten and Danielle share the marketing playbook they’re writing in real time and the results they have already earned in transforming their roles into core growth functions of their firms.