"You wanna make sure that it's someone who aligns with your values, someone who recognizes the value that you bring to the table, someone who's willing to to contribute to achieving the goals that you set out to do together."

Welcome to another episode of WomenShare, a celebration of women in financial services. In today’s episode, we're exploring the evolving landscape of financial advisory with Marissa Comerford and Kerry Davis. Marissa and Kerry, both senior vice presidents from Gregory FCA, share their expertise on promoting proactive career growth, leveraging technology in marketing, and managing work-life balance effectively.

In this episode, Leah and Joanna highlight the importance of internal efforts and resources in campaign success. They discuss with Marissa and Kerry the growing trend of financial advisors utilizing social media to share authentic, personalized content rather than relying on clichéd and recycled materials. Kerry Davis emphasizes the role of AI in enhancing content creation efficiency while maintaining authenticity. Marissa Comerford applauds the proactive adoption of new marketing strategies and technologies within the industry.

Key Takeaways:

1. Importance of Internal Investment: Leah Alter emphasizes that the success of any campaign is directly linked to the effort and resources dedicated internally. Organizations that prioritize internal investment are more likely to see substantial returns.
2. Proactivity in Career and Life: Kerry Davis highlights the significance of being proactive. She advises against waiting for promotions or directions and encourages seeking out opportunities and presenting them. This proactive approach applies to both professional advancement and personal growth.
3. Role of AI and Social Media in Financial Services: The discussion with Kerry Davis and Marissa Comerford underscores the increasing use of social media by financial advisors to present authentic content, moving away from canned material. They also touch on the positive role of AI in enhancing content creation efficiency without compromising authenticity.
4. Balancing Professional and Personal Life: Both guests share insights on maintaining a work-life balance. Kerry Davis and Marissa Comerford discuss their routines involving self-care activities like fitness, cooking, baking, and reading. Emphasis is placed on celebrating personal milestones and ensuring time for self-care amidst professional responsibilities.
5. Effective Collaboration with Agencies: The episode delves into fostering productive relationships with agencies like Gregory FCA. The hosts and guests highlight the importance of alignment in values, goals, and approaches between clients and agencies. Effective collaboration and ongoing engagement are vital for successful marketing and PR strategies, emphasizing an integrated partnership rather than a vendor-client relationship.

This episode underscores the importance of proactivity, authenticity, and strategic partnerships in the financial advisory landscape. The discussion provides valuable insights and actionable strategies for women in financial services, encouraging them to take control of their careers, embrace technological advancements, and maintain a healthy work-life balance for overall success.

Listen to the full episode to gain deeper insights into these topics. Don’t forget to subscribe to WomenShare and share our mission to empower women in financial services. For more information about Gregory FCA, visit their website or connect with them on LinkedIn. Special thanks to our sponsor, Catchlight, and check out their platform "Grow Organically" for more on wealth management growth.

Because when women thrive, industries revolutionize. Join us in creating inclusive spaces and celebrating strides towards female empowerment.