Episode 465: Marshall Butler on How Data Is Revolutionizing Marketing

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January 11, 2022

Marshall has over twenty years of experience defining, managing, and growing the world’s best-known investing brands. He has been an executive committee leader and CMO for Fortune 250 businesses in North America and the Asia-Pacific region. In today’s episode, he talks about how the world of data is revolutionizing marketing, particularly for wealth and investment management firms. You can learn more about the work Marshall does at WellsFargo.com, or reach out to him on LinkedIn

Key points include:

  • 00:50: Data in terms of wealth Investment Management
  • 08:39: Lead scoring in practice
  • 20:10: Identifying poor leads
  • 22:53: Identifying customer tiers