Sign up to save your podcasts
Or
Share Marketing Matchup
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Marketing Matchup episodes
- 54 min
- 55 min
- 48 min
- 50 min
- 57 min
- 49 min
- Advisor Referrals Stay Undefeated
How do you measure success? Darcy O’Brien, CMO at Simon Quick Advisors, and Jim Mocci, CMO at EP Wealth Advisors, go off-script with Gregory FCA about the way branding and data can make or break a marketing strategy for financial advisors. Why are referrals still the best way for advisors to grow? How do sales and marketing tag-team to make leads into clients?
55 min - 52 min
- 1 min
About Marketing Matchup
From the publisher's feed
Marketing Matchup is a bold new podcast hosted by Joe Anthony, President and Owner of Gregory—one of the nation’s top 10 financial PR and marketing agencies. Each episode brings together two senior…
marketing leaders—CMOs, heads of growth, and other top executives from RIAs, asset managers, wealthtech firms, and beyond—for an unfiltered discussion on the strategies and challenges shaping their businesses. The catch? Guests won’t know who they’re paired with until the recording begins, sparking authentic, unscripted conversations that reveal fresh insights and real-world perspectives. Tune in for candid debates, expert takes, and a front-row seat to the conversations driving the future of financial services marketing.