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!