In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak Wealth Management; and Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors. This wide-ranging episode covers their personal journeys into their current roles, while also exploring their unique approaches to brand marketing - and individual advisor marketing...
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In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak Wealth Management; and Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors. This wide-ranging episode covers their personal journeys into their current roles, while also exploring their unique approaches to brand marketing - and individual advisor marketing...
From Good to Great - Then from Great to Elite: Inside the Stratos Growth Story with Jeff Concepcion
RIA+
27 minutes
10 months ago
From Good to Great - Then from Great to Elite: Inside the Stratos Growth Story with Jeff Concepcion
In this episode of RIA+, Jeff Concepcion – founder and CEO of Stratos Wealth – one of the fastest-growing, sits down with Emigrant's Mark Bruno to discuss the strategies and tactics that have fueled of one of the largest and most successful firms in wealth management. With more than $37 billion in assets across its platform, over 350 advisors and a diverse mix of businesses that are purpose-built for growth-oriented advisors and firms, Stratos has become one of the most influential firms in w...
RIA+
In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak Wealth Management; and Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors. This wide-ranging episode covers their personal journeys into their current roles, while also exploring their unique approaches to brand marketing - and individual advisor marketing...
