Tara Meehan is a fractional CMO and owner of Meehan Marketing.
She has been a marketing professional for over 18 years focusing on social media, affiliate marketing, display advertising, email marketing and search marketing strategies for financial advisors and wealth management agencies.
It may take time, trial and error but the turbo-AI tool is worth integrating into an advisory firm's marketing technology stack.
Social media missteps can erode the authentic “who” and “why” of your firm over time, writes Tara Meehan.
A 3-step process can get the planner in touch with their professional and personal origin stories before mastering social media technology.