Melissa Intezar on Strengthening Relationships with COIs

In her role as Vice President and Manager of Enterprise Consulting at AssetMark, Melissa Intezar helps financial advisors grow and evolve. Her primary responsibility is managing the design and delivery of consulting content to producer groups, hybrid firms, and ensemble RIAs. She also runs [...]

By |2022-01-03T17:12:51+00:00August 12th, 2021|Categories: Podcast|Tags: , , , |0 Comments

April Rudin on the Future of Advisor Marketing

April Rudin, Founder and President of The Rudin Group, is a financial services and wealth management marketing strategist. She is a regularly featured source of expert commentary to international news and business outlets, trade publications and broadcast media. April is recognized as an “Influencer” [...]

By |2022-01-03T17:14:01+00:00February 21st, 2019|Categories: Podcast|Tags: , , , , |0 Comments
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