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Videos

10 Apr 2025

15min 53sec

Customer-Centric Marketing Masterclass: Transforming Your Marketing Strategy | Session Recording

In this powerful presentation from the Digital Marketing & Financial Services Summit, marketing expert Lisa Zakrzewski reveals game-changing strategies for creating meaningful customer connections. Hear expert insights on the power of understanding your ideal customer, why personalization is more than just a name, transforming customer feedback into strategic improvements and building long-term trust in financial […]

Lisa Zakrzewski

Leverage Retirement

Videos

10 Apr 2025

30min 03sec

Optimizing Sales Efficiency With AI Marketing | Session Recording

Greg Stumm, CEO of Resolute Investment Managers, and Rick Lake, a lecturer at Boston University, presented a discussion at the 2024 DMFS Midwest Summit. They emphasized that integrating AI into marketing operations is crucial for optimizing sales efficiency. Resolute Investment Managers’ business profile highlights their digital marketing strategies, which focus on effective time management.  For […]

Greg Stumm & Rick Lake

Videos

10 Apr 2025

33min 25sec

Content Strategy to Fuel 10X Growth | Session Recording

David Pulcini of SixPoint Financial Partners presented this session at last year’s DMFS Midwest Summit. David highlighted a growth strategy for financial advisors, emphasizing the importance of the CFP exam and the need for new talent in an aging industry. He critiqued the recent ad campaign for misrepresenting the profession and shares humorous anecdotes about […]

David Pulcini

SixPoint Financial Services

Videos

10 Apr 2025

30min 32sec

Harnessing Customer-Led Growth for Marketing Success | Session Recording

Matt Roche, CEO of Extole, spoke at the 2024 Digital Marketing for Financial Services Midwest about the significance of customer-led growth. He stressed that using existing customers can effectively drive marketing success, especially given the rising costs of digital acquisition. Referral programs are vital for increasing engagement and acquiring new customers. By focusing on current […]

Matt Roche

Extole

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