Jan 11, 2022
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
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