Marketing Matchup

Supporting the Indispensable Advisor


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Samantha Allen, Executive Vice President of Marketing at Merit Financial Advisors, and Tyler Resh, Chief Growth Officer at SteelPeak Wealth, join Marketing Matchup for a deep conversation about linking marketing to growth. Samantha and Tyler explore the ways in which marketing teams can support the advisor as a local source of education and client empowerment, and how those efforts feed back into organic growth.

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Marketing MatchupBy Gregory FCA