• "Maneuvering the Future of Financial Marketing" with Bridget O'Brien of Tri-Harbor Financial Group

  • Jun 12 2024
  • Durée: 28 min
  • Podcast

"Maneuvering the Future of Financial Marketing" with Bridget O'Brien of Tri-Harbor Financial Group

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  • Résumé

  • In this episode of Digital Marketing Master Archive Edition, host Abby Martinez sits down with Bridget O'Brien, the Chief Marketing Officer of Tri-Harbor Financial Group, a leading office of Northwestern Mutual. Bridget shares her journey from healthcare marketing to financial services, discussing the unique challenges and strategies involved in marketing for a large financial advisory team. She delves into the importance of data-driven decision-making, the evolving role of women in financial planning, and how she supports mid to senior-level financial advisors through digital marketing and client events. Bridget also offers valuable insights into tracking ROI, overcoming skepticism about marketing effectiveness, and the significance of setting professional boundaries. Whether you're a marketing professional or a financial advisor, this episode is packed with actionable insights and inspiration.
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