Duration 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 topics include:

  • Building trust and framing your online presence
  • Developing a marketing Fact Finder to align strategy with goals
  • Personalizing content for niche audiences and thought leadership
  • Measuring branding success through engagement, production, and client feedback
  • Navigating compliance in financial services marketing
  • Practical tips for creating engaging imagery and scaling social media efforts

Whether you’re a financial advisor, marketer, or business leader, discover actionable strategies to elevate your brand and connect authentically with your audience.


Speaker

Katy Dugal Simpson

Northwestern Mutual

Please fill your details to receive access

Get the latest news

 

*Privacy Policy