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.

Marketing & Business Development

4 Essential Pieces of an Advisor’s Digital Marketing Starter Pack

Posted on March 4, 2020
Look out across the digital landscape. Prospects are out there, waiting to be claimed. But how do you get them to come to you? Do you have a digital marketing…

Marketing & Business Development

12 Questions Every Advisor Should Ask When Building a Winning Content Marketing Strategy

Posted on February 24, 2020
Content marketing’s scope and importance keeps growing and growing. It includes videos, commercials, blogs, social media and more. Some advisors do it really well, but we’ve seen a lot who…

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…
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