Laura DeGraff: Building Trust in Wealth Management
In this episode of Marketing Wealth, Maurilio Amorim interviews Laura DeGraff, Chief Marketing Officer at Alden Investment Group. They discuss Laura's transition from Barclays to a boutique investment firm, the importance of targeting diverse audiences, and the role of technology in advisor recruitment. Laura emphasizes the need for transparency in marketing, the effectiveness of digital strategies, and the growing importance of video content. She also shares insights on building trust with advisors and offers advice for new wealth management agencies.
Chapters
00:00 Introduction to Marketing Wealth and Laura DeGraff
01:35 Transitioning from Barclays to Alden Investment Group
05:13 Targeting Diverse Audiences in Marketing
08:29 Focusing on Advisors as Key Targets
10:33 Building Trust with Advisors
14:26 The Importance of Technology in Advisor Recruitment
18:51 Marketing Strategies: What Works and What Doesn't
22:03 The Role of Digital Marketing in Growth
27:59 The Future of Digital Marketing and Video Content
35:25 Advice for New Wealth Management Agencies
