Marshall has over twenty years of experience defining, managing, and growing the world’s best-known investing brands. He has been an executive committee leader and CMO for Fortune 250 businesses in North America and the Asia-Pacific region. In today’s episode, he talks about how the world of data is revolutionizing marketing, particularly for wealth and investment management firms. You can learn more about the work Marshall does at WellsFargo.com, or reach out to him on LinkedIn.
Key points include:
00:50: Data in terms of wealth Investment Management
08:39: Lead scoring in practice
20:10: Identifying poor leads
22:53: Identifying customer tiers
Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.
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