Cresset’s growth story took a sharp turn this past year when nearly half of their web search leads began arriving through AI engines instead of Google. That shift came from years of building a digital marketing infrastructure that could adapt quickly, a clear client archetype, and a leadership team willing to test new channels long before they’re mainstream. In this episode, host Meg Carpenter speaks with co-founder and co-chairman Eric Becker and Chief Growth Officer Jessica Malkin about how...
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Cresset’s growth story took a sharp turn this past year when nearly half of their web search leads began arriving through AI engines instead of Google. That shift came from years of building a digital marketing infrastructure that could adapt quickly, a clear client archetype, and a leadership team willing to test new channels long before they’re mainstream. In this episode, host Meg Carpenter speaks with co-founder and co-chairman Eric Becker and Chief Growth Officer Jessica Malkin about how...
14. Inside Gerber Kawasaki’s Growth Playbook: The Path to $3 Billion AUM
Growth Leaders of Wealth Management
52 minutes
6 months ago
14. Inside Gerber Kawasaki’s Growth Playbook: The Path to $3 Billion AUM
15 years ago, in Brazil and in the middle of the crisis that turned the whole financial system upside-down, Ross Gerber and Danilo Kawasaki decided to start a financial firm: Gerber Kawasaki. In this episode, the founders and Hatem Dhiab, Managing Partner and key team member from the beginning, share some of the challenges they faced, like using social media when the rules weren’t clear for financial companies, and the inflection point that helped them grow: COVID. That huge gamble that start...
Growth Leaders of Wealth Management
Cresset’s growth story took a sharp turn this past year when nearly half of their web search leads began arriving through AI engines instead of Google. That shift came from years of building a digital marketing infrastructure that could adapt quickly, a clear client archetype, and a leadership team willing to test new channels long before they’re mainstream. In this episode, host Meg Carpenter speaks with co-founder and co-chairman Eric Becker and Chief Growth Officer Jessica Malkin about how...
