businessMay 6, 202524:58pending
Community Marketing with Torie Happe & Alison Susko | E374
About this episode
In this episode of FinTech Impact, host Jason Pereira welcomes Alison Susko of Asset-Map and Torie Happe of Holistiplan to discuss the concept and importance of community-based marketing within the advisor technology sector. Alison and Torie share their backgrounds in financial services technology and how they developed successful community marketing strategies to promote their companies. They emphasize the value of building relationships, grassroots education, and collaboration within the industry. Their approach highlights the necessity of personal connections and proactive communication in achieving business success and driving innovation within the financial planning space.
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