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Engaging Financial Service Clients at Scale: Trey's Strategies
Manage episode 434142005 series 3499203
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Welcome to another exciting episode of From Startup to Wunderbrand with your host, Nicholas Kuhne! 🎙️ This week, we're thrilled to have Trey Robinson, a self-proclaimed "growth junkie" and the founder of Story Amplify. Trey shares his insights on growth strategies, digital transformation, and the power of a strong CRM in the financial services industry.
In this episode, we explore Trey's journey from working at big names like Charles Schwab to starting his own digital agency. We discuss the importance of having a digital presence, how internal activation can transform financial services businesses, and the crucial role of CRM systems in driving sales. Plus, Trey shares his experiences in engaging thousands of clients versus hundreds, and how his team is using foundational digital channels to help businesses amplify their stories.
Whether you're in financial services or any other industry, Trey's insights into building a digital footprint, personal branding, and engaging clients at scale are invaluable. Grab a cup of coffee, sit back, and enjoy this fun and informative chat!
Chapters: 0:00 - Introduction to the Podcast 1:00 - Meet Trey Robinson: Growth Junkie 2:00 - Trey's Background and Philosophy 3:00 - Importance of CRM in Financial Services 4:00 - Reality vs. Hollywood: Financial Services 6:00 - Engaging Thousands vs. Hundreds 7:00 - Internal Activation Strategies 10:00 - Digital Transformation at Charles Schwab 12:00 - Foundational Digital Channels 15:00 - Personal Branding in Financial Services 17:00 - Specializing in Financial Services 20:00 - Entrepreneurial Journey and Challenges 23:00 - National and International Market Reach 26:00 - Closing Remarks and Contact Information
For more on Trey and his business:
Tags: Trey Robinson, Nicholas Kuhne, Story Amplify, growth strategies, digital transformation, CRM, financial services, digital marketing, entrepreneurship, personal branding, startup advice, business growth, Charles Schwab, financial advisors, digital footprint, marketing agency
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