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The Best Marketing Tool with Kimberly Beck

Nowadays, marketing is about more than just advertising. It’s about creating a connection with your customers and giving them a positive experience that will make them want to return for more. In financial services, happy customers are worth their weight in gold.

In this episode, Jack talks with Kimberly Beck, Chief Marketing Officer at YieldX. Kimberly has nearly 25 years of experience in the fintech and asset management industries. Before joining YieldX, Kimberly was Head of Wealth Marketing at Envestnet. She also held marketing leadership roles at both BlackRock and Nuveen. At YieldX, Kimberly is responsible for increasing brand awareness and generating revenue.

Kimberly talks with Jack about how she helps advisors deliver better investment outcomes and helps firms deliver improved revenue. She also speaks about the importance of working alongside great people, the value of mentorship, and why happy customers are the best marketing tool.