In this week’s episode of Advisor Marketing Mindset, host Tina Beck, President of Elite Marketing Concepts, welcomes Brad Wheeler, President of Shaker Investments. Together, they explore the dynamic intersection of marketing, branding, and sales within the financial services industry.
Brad shares Shaker Investments’ growth story, from its strong Cleveland roots to its expansion as a nationally recognized asset management firm specializing in small-cap growth companies. Tina and Brad discuss the strategies that transformed Shaker’s approach to marketing and client engagement, including the power of geo-targeting, brand integrity, and leveraging technology for scalable growth.
Key Points Covered:
● The importance of staying true to a company’s values while expanding into new markets.
● How geo-targeting and SEO amplify brand presence and maximize sales efforts.
● The role of leadership in aligning teams around a shared vision for growth.
● Leveraging technology like TAMPs, AI, and advanced CRM tools to scale efficiently.
Whether you’re a financial professional looking to grow your brand, improve client engagement, or adopt innovative marketing strategies, this episode is packed with practical insights and actionable advice.
For more information on the topics discussed or to learn about Elite Marketing Concepts, contact Tina Beck at Elite@EliteMarketingConcepts.
This podcast is being provided for informational purposes only. The ideas and opinions expressed on this podcast by the host and the guest do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy, and do not represent the opinions of the underwriters of this programming. Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice. Listeners should seek the input of their own financial, tax, and legal professionals before acting on any recommendation of the information provided. Past performance is not indicative of future results. All investments are subject to risk, including the loss of principal.
