<p>Katie Perry is the VP of Marketing at Public.com, an investing platform that is doing some of the most creative marketing in financial services.</p> <p>In this episode, she brings a fresh perspective to marketing for financial advisors: she's an ideal client and approaches marketing with a different lens than traditional advisor marketers.</p>

Katie Perry is the VP of Marketing at Public.com, an investing platform that is doing some of the most creative marketing in financial services. In this episode, she brings a fresh perspective to marketing for financial advisors: she's an ideal client and approaches marketing with a different lens than traditional advisor marketers.

Outside The Box Advisor Marketing With Katie Perry

The financial advisor of tomorrow looks different than the financial advisor of the past. This podcast will be a compilation of monthly interviews, audio from short videos, and more covering everything from practice management to marketing to branding and beyond that The Advisor Of Tomorrow needs to know.

Your host is Justin Castelli, CFP®, the founder and financial advisor of RLS Wealth Management and co-Founder of The Advisor Growth Community™.

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The financial advisor of tomorrow looks different than the financial advisor of the past. This podcast will be a compilation of monthly interviews, audio from short videos, and more covering everything from practice management to marketing to branding and beyond that The Advisor Of Tomorrow needs to know. Your host is Justin Castelli, CFP®, the founder and financial advisor of RLS Wealth Management and co-Founder of The Advisor Growth Community™.

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Outside The Box Advisor Marketing With Katie Perry

Outside The Box Advisor Marketing With Katie Perry