EP 5 – Secrets to Scaling Your Wealth Management Practice with Jen Abboud Smith
Which prospects should you call next to maximize your conversion rates? The answer lies in harnessing the power of AI and data.
Dan Gilmartin sits down with Jen Abboud Smith, SVP of Investor Marketing at Carson Wealth, to delve into the strategies and insights that drive sustained growth in wealth management firms. Jen shares her extensive background from Amazon to Vanguard, and now Carson Wealth, exploring organizational challenges, the importance of clear communication between marketing and sales, and leveraging technology for efficient client acquisition.
Jen discusses:
- Navigating organizational challenges and enhancing leadership focus on organic growth
- The dynamic relationship between marketing and sales for seamless collaboration
- Implementing effective technology and tools for better upstream and downstream results
- Strategies for long-term planning and adaptive execution in marketing
- And more
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About our Guest:
Jen Abboud Smith is an inspirational ecommerce and marketing leader who is results-oriented and customer-focused. She has a proven ability to manage effectively during periods of dynamic change, with over 15 years of managerial experience in building, leading, and developing high-performing teams.
Jen believes the main role of a leader is to provide strategic vision, clarity of accountability, and the necessary resources to enable team members to perform at their best. She tends toward a coach/mentor style of leadership and values data-driven decisions, even if this means questioning her own assumptions.
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