34 min

#001: Nathan Lee- How advisors can use marketing automation to create a competitive advantage Bridging The Gap

    • Business

Nathan's background is rich with experience in both digital marketing and CRM management, but more uniquely, he has the experience with both of these within the space of financial services.

Nearly 2.5 years serving as the Chief Operating / MarTech Officer... Yes, I just said MarTech, which stands for Marketing Technology... and this was at a company focused in the financial services industry, Annuity Think Tank (later to be known as Retirement Income Network). And more recently he spent over 2 years as the director of marketing of one of Atlanta's largest RIAs, Signature FD.

Nathan has experience marketing and building a brand for a small company, while instituting innovative and forward thinking initiatives in large, established RIAs while also having extreme foresight in the necessary skills / help that is needed with regards to keeping up with the innovation happening in our industry.

Nathan's background is rich with experience in both digital marketing and CRM management, but more uniquely, he has the experience with both of these within the space of financial services.

Nearly 2.5 years serving as the Chief Operating / MarTech Officer... Yes, I just said MarTech, which stands for Marketing Technology... and this was at a company focused in the financial services industry, Annuity Think Tank (later to be known as Retirement Income Network). And more recently he spent over 2 years as the director of marketing of one of Atlanta's largest RIAs, Signature FD.

Nathan has experience marketing and building a brand for a small company, while instituting innovative and forward thinking initiatives in large, established RIAs while also having extreme foresight in the necessary skills / help that is needed with regards to keeping up with the innovation happening in our industry.

34 min

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