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Episode 215 - Marketing and Wealth Mastery with Industry Experts, Elyse & Angela
Manage episode 366643849 series 3161222
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Welcome back to The Ultimate Advisor Podcast! Join us for captivating conversations on strategic marketing with esteemed guest speakers Elyse Stoner and Angela York.
Elyse, the Founder & Chief Strategist of Fresh Perspective Consulting and Co-Founder of Custom Strategic Marketing for Wealth Advisors, brings over 30 years of diverse marketing experiences. Her unique perspective and ROM* paradigm (Return on the Moment) enhance the marketing value of events and event participation.
Alongside her, Angela York, Founder of OnPoint Wealth Advisor Marketing and Co-Founder of Custom Strategic Marketing for Wealth Advisors, shares her wealth of hands-on marketing implementation and event planning expertise. Together, they redefine the concept of the Ideal Client, revealing efficient ways to connect and develop a multi-layered, measurable marketing program.
With their combined knowledge and experience, Elyse and Angela guide advisors through a proprietary 4-step process. They help untangle the cluttered marketing landscape, identify obsolete strategies, amplify effective ones, and introduce new tactics. The result? A comprehensive and targeted strategic marketing plan tailored to each advisor's Ideal Client.
Tune in to Ultimate Advisor Podcast as we unveil the secrets to marketing success in the wealth management industry. Gain invaluable insights and actionable strategies from these esteemed experts, empowering you to take your marketing efforts to new heights.
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