Mary Kate Gulick on Muck Rack

Mary Kate Gulick

As seen in: ThinkAdvisor, Framework with Ana Trujillo Limón
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Articles

5 Ways to Use Testimonials & Boost Your Client Experience Original

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By Mary Kate Gulick
| ThinkAdvisor Verified
Financial advisors have long bemoaned restrictions on client testimonial. But after more than a year since the Securities and Exchange Commission Marketing Rule became mandatory, still only 7% of advisors are using client testimonials. Many are waiting for the SEC to bring down the hammer on an early adopter or two so there’s more clarity around what will trigger commission’s ire.
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5 Steps to Building a Growth-Focused Marketing Budget

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By Mary Kate Gulick
| ThinkAdvisor Verified
Every financial advisor has talked with clients about budgeting. It’s not about restrictions, you tell them. It’s about priorities. Your budget is a tool to declare what’s important to you and allocate your resources in a way that aligns with those prioritized values. The funny thing is that when it comes to marketing for growth, financial advisory firms, large and small, don’t always heed this advice.
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The Valentine’s Day Indicator Sees Green In 2023

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By Mary Kate Gulick, Sonu Varghese, Ryan Detrick, Don Slaughter
| Framework with Ana Trujillo Limón
First things first, this is a three-day weekend for many of us and I hope everyone enjoys the long President’s Day weekend. And if you need to buy a mattress, this is your Super Bowl weekend, good luck out there. Speaking of the Super Bowl, this is our yearly reminder that someone should run for President, and their whole platform should be to make sure that the Super Bowl is always over President’s Day weekend. Who wouldn’t want the day after the big game off? I swear they’d win …. But I digress.
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