Marketing Wealth

Laura DeGraff: Building Trust in Wealth Management


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In this episode of Marketing Wealth, Maurilio Amorim interviews Laura DeGraff, Chief Marketing Officer at Alden Investment Group. They discuss Laura's transition from Barclays to a boutique investment firm, the importance of targeting diverse audiences, and the role of technology in advisor recruitment. Laura emphasizes the need for transparency in marketing, the effectiveness of digital strategies, and the growing importance of video content. She also shares insights on building trust with advisors and offers advice for new wealth management agencies. Chapters 00:00 Introduction to Marketing Wealth and Laura DeGraff 01:35 Transitioning from Barclays to Alden Investment Group 05:13 Targeting Diverse Audiences in Marketing 08:29 Focusing on Advisors as Key Targets 10:33 Building Trust with Advisors 14:26 The Importance of Technology in Advisor Recruitment 18:51 Marketing Strategies: What Works and What Doesn't 22:03 The Role of Digital Marketing in Growth 27:59 The Future of Digital Marketing and Video Content 35:25 Advice for New Wealth Management Agencies
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Marketing WealthBy Maurilio Amorim