EP 8 – Tech, Talent, and Experimenting with Mark Bruno
Are you ready to learn about some of the highest-performing financial advisory firms? Discover innovative organic growth strategies from industry leader Mark Bruno, exploring crucial topics from growth-oriented compensation to data-driven decision-making.
In this episode of Grow Organically, Dan Gilmartin hosts Mark Bruno, Managing Director and Head of Strategic Advisory for Emigrant Partners, to dive deep into the intertwined nature of organic growth and strategic compensation within financial advisory firms. Learn how closely integrated tech and talent can boost growth, the importance of an experimental mindset, and why advisor-level marketing strategies may trump traditional firm branding. You will gain insights into how aligning compensation plans with growth strategies can create a robust foundation for long-term success by tuning in.
Dan discusses:
- How strategic compensation plans impact organic growth
- How high-performing firms excel by experimenting with digital strategies, data utilization, and content precision
- Understanding and leveraging your data can transform your growth strategy and improve client engagement
- Advisor-level marketing can humanize and build trust more effectively than firm-level branding
- And more
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About our Guest:
Mark Bruno is Managing Director, Head of Strategic Advisory, for Emigrant Partners, where he is primarily responsible for helping its partner firms identify and execute on opportunities to accelerate their growth. Prior to joining Emigrant in October 2023, Mark spent more than 20 years working across the wealth and asset management industries with a particular focus on developing and delivering research, events and consulting platforms to growth-oriented RIAs. Mark most recently served as the Managing Director of the Wealth Management Group at Informa, where he oversaw the group’s media, research and events businesses and launched the unit’s RIA Edge podcast, research studies, and nationwide events.
Before Informa, Mark was a Managing Director at Echelon Partners, a leading investment bank and consulting firm to the wealth management community. Mark also spent more than ten years at InvestmentNews, where he oversaw the company’s digital businesses, RIA events and RIA benchmarking studies. He has been a fixture on the wealth management event circuit for the past decade, and is also the author of Save Now or Die Trying, one of the top-selling retirement planning books shortly after it was published in 2007.
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