It’s finally Friday! 🎉
The College World Series is in full swing, and the baseball players at TD Ameritrade Park aren’t the only ones hitting home runs.
Keep reading to see who’s winning this week in wealth management.
The true advantage of our digital world isn’t just the ability to connect one-on-one with friends, clients, and employees. It’s the ability to build all-new, diverse, and geographically disparate communities that couldn’t exist otherwise.
We’re excited to see this new app from our friends at Herbers & Co. because it’s a simple way for advisors to get connected with other advisors and collaboratively increase their skills and learn from each other. And we haven’t even gotten into the gigantic content library from the prolific team at Herbers, and their valuable consulting and coaching.
Congrats to the whole team on this launch—we’re excited to see your community grow!
Put On Your Thinking App
RIA titan Carson Group announced the hire of a new Chief Marketing Officer: Mary Kate Gulick, formerly of TD Ameritrade.
Mary’s long been an exceptional and highly respected marketer and we’re sure Carson Group will get a huge boost with this one. Congratulations to Mary and all our friends at Carson! We love to see great people come together.
Catch Carson’s Hail Mary
The internet is the great equalizer—the double-edged sword that has led to a complete overhaul of pretty much every area of life. Marketing is no different. Just being a “marketer” is no longer a thing. You are a “digital marketer” or “SEO marketer” or “inbound marketer.”
With all this rapid evolution—and the constant drive to keep up with the latest tools—traditional marketing skills have gotten a little fuzzy. This article carries a few excellent reminders of the importance of strategy and understanding your audience.
Go Back to The Basics
Zach McDonald, President & CMO
“It’s been a ‘Velvet Waltz’ kind of week.”
Johnny Sandquist, Founder & CEO
“Play this next time you’re at the gym and don’t skip leg day.”
Connor Brandt, Graphic Designer
“Chalk this one up to ‘Songs I Wish I’d Written.’”
Delaney R, Digital Marketing Specialist
“Civics > Range Rovers”
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