Tag Archives: AdvisorStream

Automate, Engage and Retain: The Future of Marketing in Finance with Kevin Mulhern

Automate, Engage and Retain: The Future of Marketing in Finance with Kevin Mulhern (Ep. 41)

Do you want to attract, engage, and retain clients without having to spend too much time on tedious marketing tasks?

In this episode, Duncan MacPherson speaks with Kevin Mulhern, CEO and co-founder of AdvisorStream, a digital marketing platform for financial advisors. They talk about making small tweaks to achieve organic growth, focusing on relationship management and automated marketing.

They discuss:

  • How AdvisorStream helps advisors deliver highly personalized content through a data-driven approach
  • Three key drivers to exceed expectations: needs-based, values-based, and goals-based
  • Biggest reasons why clients leave advisors (and how to tackle them)
  • Empowering your network to become referrers by giving them something to talk about
  • And more


Connect With Duncan:

Connect With Kevin:


About Our Guest:

As an entrepreneur who brings a deep background in the financial service industry, Kevin’s passion has always focused on developing solutions for firms and advisors that create efficiencies, streamline workflow, drive new business and deliver measurable ROI.

During his career, Kevin has worked for both large and boutique wealth management firms while developing a rich background in new media, big data and web-based services. After witnessing a growing need for marketing automation, he brought together a team of like-minded technology and experienced industry experts in 2013 to launch the award-winning AdvisorStream digital marketing platform. Today, AdvisorStream successfully automates millions of personalized communications each week for Advisors across the US, Canada and the UK.