July 18, 2023 | Podcasts
Most decades-old wealth management firms remain within their comfort zones and don’t invest much in marketing. Well, Carlson Investments is not your typical firm. For our last July episode, we’ve invited Jay Mullins (he/him/his), President and Chief Investment Officer (CIO) of Carlson Investments, to discuss his unique perspective of the role marketing plays in the finance industry. With the help of his team members, Jay made the brave decision to bring on a creative strategy partner (that’s us!). After learning and experimenting with various communication outlets, Jay recognized the power of a strong digital presence. And our partnership is just beginning. Please join our conversation to hear more about Jay’s and Carlson Investments’ journey with strategy, marketing, and making a big investment of their own.