Steep Summit Stories Episode 8 with Elizabeth Mortensen

Steep Digital Marketing Blog

Steep Summit Stories Episode 8 with Elizabeth Mortensen

Summit Stories Episode 8 – Elizabeth Mortensen

Elizabeth Mortensen is the Marketing Director for Financial Strategy Group based in Arizona. Elizabeth is responsible for overall marketing strategy, brand management, and overseeing marketing programs. Her mission is to connect retirees and pre-retirees with the financial advisor who can help them build the custom retirement plan to meet their unique goals.

In this conversation Jonathan, Nathan, and Elizabeth talk about running a large-scale event calendar for a firm from the perspective of the marketing director. They discuss marketing plans, metrics, give advice, and much more!

Conversation Highlights

0:00-3:20 – Introduction
6:15-11:22 – Planning for the future
12:10-13:40 – Reporting, results, and metrics
14:24-18:26 – Marketing plan
19:18-20:57 – Educational vs dinner seminars
21:10-24:00 – Advisor advice
24:00-26:44 – Confirm process
27:15-30:42 – Post event process
31:00-34:07 – Staying top of mind
34:21-36:15 – Year-over-year changes
36:20-38:30 – Venues
38:43-40:37 – Dinner vs. educational attendees
40:45-44:10 – The changing advisor landscape

Visit their website

Strategy Financial Group

Ready to Get Started?

It’s simple to begin building out your next campaigns. Click below to submit a territory request.

Claim My Territory

Steep Digital Marketing Blog