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Monthly Archives: August 2025

Videos

25 Aug 2025

24min 30sec

Maximizing Marketing Impact with Limited Budgets | Session Recording

Unlock the secrets to modern marketing success in financial services! Join Anooja Basole, a seasoned industry leader of First West Credit Union, as she shares powerful lessons from global brands, real-world case studies, and actionable strategies. Discover how to: Leverage AI, hyper-personalization, precision marketing, and earned media to overcome budget constraints, shifting markets, and fierce […]

Anooja Basole

First West Credit Union

Videos

25 Aug 2025

27min 47sec

Modern Financial Marketing for Advisors | Session Recording

Join Katy Dugal Simpson, of Northwestern Mutual of Louisiana and Mississippi, as she shares her journey launching Ride Marketing—a social media subscription service tailored for financial advisors. In this insightful session, Katy discusses the challenges of advisor marketing, the importance of digital presence, and how intentional, personalized content can drive engagement and business growth. Key […]

Katy Dugal Simpson

Northwestern Mutual

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