Job one for wealth managers is to take care of clients, but right behind that is growing their book of business. And that means developing a marketing plan. Lisa Graham, CEO of Graham Media Partners, leads a marketing agency that specializes in financial services. Check out her top-5 tips for improving your marketing efforts.
Lisa Graham is the co-founder and CEO of Graham Media Partners, a Philadelphia-based marketing firm that specializes in working with financial services firms, including broker-dealers, RIAs, and fintech companies.
Lisa previously worked at SEI in marketing and communications, and before that spent nearly a decade at Symmetrical Investments, an M&A advisory firm.
Lisa resides in suburban Philadelphia and is a graduate of Villanova University.
00:00 Introduction
00:30 Lisa’s Background and Team
2:27 How to Get Personal
4:07 Optimizing Client Experience
6:49 Being a Team Player
8:17 Why Should You Outsource Marketing?
Top 5 Marketing Tips for Wealth Managers with Lisa Graham | The Deep Dive | S1 E12
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