Marketing in Financial Services

Paul Blanco's Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Podcast Episode Title: Marketing in Financial Services

Podcast Episode Description: On the show, Paul often talks about Barnum being a marketing firm that sells financial products and services. Marketing is one of the most important things to learn and utilize in this business if you want to succeed. Barnum has some of the best people and tools to help advisors in the business. This episode features conversations with marketing professionals:

Elizabeth Hiza | Chief Marketing Officer | Barnum Financial Group

Paul Tyler | Head of Enterprise Marketing and Marketing Innovation | Zinnia

Ian Querze | Director of Advisor Marketing | Barnum Financial Group

00:00 - Intro

00:47 - Elizabeth Hiza | The Present and Future of Marketing

Elizabeth Hiza | The Agency: Marketing for Financial Advisors

13:56 - Paul Tyler | FinTech in Our Field

21:45 - Ian Querze | Building Your Marketing Plan

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: [phone].

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