— upcoming webinar —

Marketing TECHniques: How Social Engagement Drives Sales in Financial Services

Tips & Tricks: Optimize your tech stack, unite sales & marketing teams, and drive growth while navigating COVID-19 headwinds.

In today’s challenging business environment, which technology platforms are driving sales and client engagements? Marketers must pivot quickly to curate and activate the right content for sales and client-facing teams. Sales must discover, personalize, and share that content at the right stage of their clients’ journeys. Both sales and marketers must clearly demonstrate their impact on growth and revenue.

During these times of change and challenge, having the right technology at your fingertips is essential so your sales and marketing teams can collaborate effectively to engage their clients, drive opportunities, and do it at scale.

Learn how leading financial services firms drive more engagement for less by:

  • Doubling down on top of funnel activities
  • Nimbly reassigning budgets
  • Leveraging the right technology platforms

Join us on Tuesday June 30th at 2PM EST - we look forward to seeing you there! 

Register Now ↓

Webinar Presenters

Rob Stella, CFP®,
Market Development Manager, Seismic

Rob's expertise and passion lie at the intersection of financial planning, marketing, and technology. He is a Certified Financial Planner™ professional with more than 10 years of experience in the Financial Services industry and is responsible for Seismic’s go-to-market strategy for Wealth Management and Insurance. The Seismic platform enables advisors to build a more engaging, personalized client experience and drive better client outcomes. Prior to his role at Seismic, Rob was a Wealth Advisor at The Colony Group helping high-net-worth individuals, families, and corporate executives navigate their complex financial lives.

Janelle Nash,
Senior Director, Commercial Services, Marketing - LeapPoint

Janelle Nash is a seasoned marketing technology leader who has driven transformation and implementation strategies for enterprise marketing clients across numerous industries. With over 22 years financial and professional services experience, Janelle has had the opportunity to participate and lead complex initiatives focused on improving business outcomes and operational efficiencies. Her domain strengths include digital work and content management, agency process optimization, marketing automation, sales enablement and revenue generation. Janelle is passionate about helping clients maximize ROI by enabling the right stack technologies with smart integrations and change management. Prior to LeapPoint, Janelle was the Marketing Leader for US Marketing and Client Experience at Deloitte. She holds a Bachelor of Arts degree in Journalism, Advertising from West Virginia University.

Mike Orr,
CEO - Grapevine6

Mike Orr and his Grapevine6 co-founders recognized a critical problem in financial services and set out to solve it. Advisor success is built on relationships, and social media plays a big role in strengthening and expanding relationships in our personal lives. But when advisors leverage social for their careers, they’re held back by a lack of valuable content and by compliance constraints. Compounding this, their firms are held back by the difficulty of managing and measuring the impact of social engagement at scale. Mike regularly writes about sales technology and speaks at a wide range of conferences on the emerging power of AI for digital sales enablement.