Tag: Marketing
Ep 86: Your Most Valuable Asset: Personal Branding with April Rudin

Ep 86: Your Most Valuable Asset: Personal Branding with April Rudin

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Just as people look online to check a restaurant or service provider before making a reservation or appointment, prospects and referrals are probably vetting you (among others) to determine whether to contact you. Who are they seeing? 

In this episode, Laura Gregg and David Partain dive into the world of digital marketing and personal branding with April Rudin, founder and president of the Rudin Group. April shares four tips to make your digital presence more interesting and effective.

April discusses: 

  • Why personal branding is more important than ever
  • How a personal dimension can set you apart
  • The value of professional input 
  • Why to make a social pivot to B2B 
  • And more

Resources: 

Connect With April Rudin:

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Founder and President of The Rudin Group, April J. Rudin is widely acknowledged as a top marketing strategist for the financial services and wealth-management sectors. Distinguished by her ability to forecast and leverage critical trends and her expertise in digital and traditional media, she leads a firm that designs bespoke marketing campaigns for some of the world’s leading wealth management firms, fintech, and family offices; campaigns that strengthen their brand value and drive client acquisition. April is recognized by IBM as an “Influencer” in wealth management and fintech and is a regularly-featured source of expert commentary to international news and business outlets, trade publications, and broadcast media. 



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Ep 77: “Hello, Ideal Client” — With Susan Danzig

Ep 77: “Hello, Ideal Client” — With Susan Danzig

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In this marketplace, personalized service is what separates a financial advisor from an app. Knowing your ‘niche’ and your Ideal Client may be the key to a more prosperous —and satisfying — practice. 

In this episode, Susan Danzig, a Certified Business Development Coach for financial advisors, joins David Partain to discuss the ‘why’ and ‘how’ of narrowing your client focus. 

Susan discusses: 

  • Refining your focus to create impactful niche marketing 
  • 7 Simple Steps for Financial Advisors to Reach, Attract, and Convert More Ideal Clients
  • The importance of knowing and communicating your personal brand 
  • Shifting your prospect screening process for your benefit and theirs
  • And more

Resources: 

Connect With Susan Danzig:

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Susan Danzig is an experienced Business Development Coach for financial services professionals. She leverages a 20+ year career guiding financial advisors to achieve greater business success. She is a catalyst for growth with a long track record of helping clients communicate their value, define their specialization, and create effective marketing strategies that attract ideal clients and grow firms consistently.

She is a Certified Business Development Coach who is shaping the industry’s future as a National Board Member for the Financial Planning Association (the FPA) and former President of the East Bay Chapter of the FPA.



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Ep 60: Savvy Ladies – Help a Woman in Just One Hour a Month – With Judy Herbst

Ep 60: Savvy Ladies – Help a Woman in Just One Hour a Month – With Judy Herbst

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Savvy Ladies strives to empower women by providing free financial literacy education to all women, regardless of age or income level. The nonprofit has helped more than 20,000 women of varied-backgrounds through their volunteer network of financial planners that answer key questions during times of transition which has helped put women on the path to financial literacy and security. 

In this episode, Laura Gregg and David Partain speak with Judy Herbst, Executive Director of Savvy Ladies to learn about the organization and how financial professionals from across the country are helping women create better financial outcomes for themselves and their families. 

Judy Herbst discusses: 

  • The history of Savvy Ladies 
  • Who Savvy Ladies serves and how its mission has grown
  • How advisors are making an impact in women’s lives
  • The new community of financial professionals growing from this work
  • Virtual engagements makes volunteering less time consuming 
  • And more

Resources: 

Connect With Judy Herbst: 

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Judy Herbst is the executive director of Savvy Ladies. She has over 20 years of relationship-building experience working with iconic brands such as Tiffany & Co, American Girl, and Worthy.com. Judy develops astounding programs and initiatives that educate and raise awareness about important issues affecting women, parents, and families.

She comes to Savvy Ladies with great knowledge and experience working with women throughout her career and brings her business acumen and creative, marketing & client relationship savviness along with her proven success record in developing, driving and executing business growth initiatives. 

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