Marketing with Purpose: Personalization, AI, and Client Experience with Caitlin Seaver
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Marketing with Purpose: Personalization, AI, and Client Experience with Caitlin Seaver
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In our fifth episode of The Straight Path Podcast, Caitlin Seaver and Dan Cook discuss the key differences between general vs. personalized marketing. Additionally, they discuss the role of AI and marketing. Caitlin also shares what the client experience looks like when someone becomes a client at Straight Path Wealth Management, and what the future of marketing in the financial industry holds. Tune in for insights on staying ahead in the ever-evolving marketing landscape and how Straight Path is shaping the future of client relationships and experiences.
About Your Host:
This podcast is hosted by Dan Cook, CFP®, Wealth Advisor
Schedule a call with Dan: https://dancookcfp.youcanbook.me
Learn more about Dan: https://www.straightpathwealth.com/me...
Connect with Dan: / daniel-cook-cfp%c2%ae-a0b321b3
Guest Spotlight:
This episode features Caitlin Seaver
Connect with Caitlin: LinkedIn: / caitlin-seaver-2b1937172
Website: https://www.straightpathwealth.com/
Learn More About Straight Path Wealth Management
Get a FREE Retirement Assessment today by visiting: https://www.straightpathwealth.com/st...
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