The Best Marketing Tool with Kimberly Beck

Jan 3, 2023

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Nowadays, marketing is about more than just advertising. It's about creating a connection with your customers and giving them a positive experience that will make them want to return for more. In financial services, happy customers are worth their weight in gold.

In this episode, Jack talks with Kimberly Beck, Chief Marketing Officer at YieldX. Kimberly has nearly 25 years of experience in the fintech and asset management industries. Before joining YieldX, Kimberly was Head of Wealth Marketing at Envestnet. She also held marketing leadership roles at both BlackRock and Nuveen. At YieldX, Kimberly is responsible for increasing brand awareness and generating revenue.

Kimberly talks with Jack about how she helps advisors deliver better investment outcomes and helps firms deliver improved revenue. She also speaks about the importance of working alongside great people, the value of mentorship, and why happy customers are the best marketing tool.

Key Takeaways

[01:38] - Kimberly's history in asset management.
[07:39] - What motivated Kimberly to move to start-ups.
[08:41] - What YieldX can offer clients.
[10:28] - Why YieldX is appealing to advisors.
[12:11] - How Kimberly tells YieldX's story that resonates with the market.
[14:29] - How Kimberly continuously advances financial services.
[17:08] - Why mentorship means a lot to Kimberly.
[21:10] - Kimberly's perspective on where wealth management is going.
[24:52] - Kimberly's three key takeaways.
[28:00] - Interesting things Kimberly does outside of work.

Quotes

[21:30] - "There's this tremendous shift in our industry that's needed to happen. It's been in the works for a while, but I finally see it coming to fruition. And that's the shift in our industry from advisors delivering products to delivering quality advice." ~ Kimberly Beck

[22:55] - "I see more and more firms are helping people shape their financial lives for the better and helping make wealth more accessible to more people. It's not the same industry that I started in the 90s. It's changed and has this deep sense of purpose now." ~ Kimberly Beck

[27:31] - "Every company has challenges and problems. But if you're working alongside great people to solve them and with people who make you excited, who make you do better at your craft and give you energy, 90% of the battle is with the people you work with." ~ Kimberly Beck

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