In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak Wealth Management; and Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors. This wide-ranging episode covers their personal journeys into their current roles, while also exploring their unique approaches to brand marketing - and individual advisor marketing...
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In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak Wealth Management; and Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors. This wide-ranging episode covers their personal journeys into their current roles, while also exploring their unique approaches to brand marketing - and individual advisor marketing...
An Inside Look at an RIA Rebrand: Maslow Wealth Advisors' Tylor Bordelon Seaman
RIA+
46 minutes
1 year ago
An Inside Look at an RIA Rebrand: Maslow Wealth Advisors' Tylor Bordelon Seaman
This episode of RIA+ features a timely interview with Tylor Bordelon Seaman, the CEO of Maslow Wealth Advisors - the $1.5 billion RIA formerly known as Durbin Bennett until the beginning of March 2024. Tylor sat with Emigrant Partners' Mark Bruno to share the details of the firm's rebranding strategy, along with the vision and objective for Maslow moving forward. As this interview details, a rebrand is more just a change of logos and website address - it's an opportunity to launch the next ge...
RIA+
In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak Wealth Management; and Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors. This wide-ranging episode covers their personal journeys into their current roles, while also exploring their unique approaches to brand marketing - and individual advisor marketing...
