Zach McDonald

Director, Advertising & Analytics

Zach is a big fan of advisors and believes in what they do. He is primarily responsible for overseeing the advertising arm of the marketing team in order to help advisors find new audiences and communicate their value clearly.

Practice Management

Does Your Advisory Firm Need to Worry About the California Consumer Privacy Act?

Posted on October 31, 2019
When the GDPR went into effect on May 25, 2018, more than $8 billion worth of lawsuits were filed in one day against Facebook and Google alone. Ticketmaster soon followed…

Marketing & Business Development

What Kind of Results Should Advisors Expect from Digital Advertising?

Posted on September 10, 2019
You’ve heard us say it before, and you’ll hear us say it again: Digital advertising is an excellent way to boost awareness of your firm and generate leads. Platforms like…

Marketing & Business Development

What Are Lead Gen Ads on Facebook and How Can Advisors Use Them?

Posted on September 4, 2019
Facebook ads are becoming more and more user-friendly and universally adopted, and it’s easy to see why. Facebook allows advertisers to be very specific with their targeting.  Sure, they include…
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