Blossoming into a formidable team of 30, Maia Wealth’s success story is a testament to the transformative power of leveraging the right technology. Their growth is fuelled by Wealthbox, a CRM platform for financial advisors that has modernised the way they operate and interact with clients.
Events can be a powerful lead generation tool for financial advisors, with the end goal of filling your pipeline, warming up prospects, and converting them into viable leads for your business. And there are so many ways to supercharge this effort with White Glove and Asset-Map!
Wealthtender CEO Brian Thorp and I take a closer look at compliance-centric testimonial marketing and offer practical steps for getting started. We’re also covering how to build a testimonial marketing SOP backed by technology, and learning Google & Yelp’s policies to avoid hassles on your end.
I am thrilled to announce my partnership with White Glove, where I’m now serving as their Chief Evangelist! In my newly-appointed role, I’ll be responsible for building upon the company’s already well-respected brand and advancing advisors’ marketing efforts through education.
I am so excited to share I’ve partnered with Wealthtender as Chief Evangelist. In this new role, I’ll help educate financial advisors on essential digital marketing, including SEO, testimonial marketing, and media opportunities.
Are you ready to experience the next generation of wealth management? Say hello to the booming #wealthtech industry – an exciting world of innovative, tech-driven solutions designed to help financial advisors run their businesses like never before.
The word “evangelism” comes from the Greek word euangelizesthai (εὐανγέλιον), roughly meaning “to share the good news”. The etymology of the word “brand” is derived from fire brand, a burning piece of wood. When put together, we have “brand evangelism” which one can think of as a torch to light up your brand’s presence and bring the good news to others.
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