Community Marketing with Torie Happe & Alison Susko | E374
Creating success by building community
In this episode of FinTech Impact, host Jason Pereira welcomes Alison Susko of Asset-Map and Torie Happe of Holistiplan to discuss the concept and importance of community-based marketing within the advisor technology sector. Alison and Torie share their backgrounds in financial services technology and how they developed successful community marketing strategies to promote their companies. They emphasize the value of building relationships, grassroots education, and collaboration within the industry. Their approach highlights the necessity of personal connections and proactive communication in achieving business success and driving innovation within the financial planning space.
Episode Highlights:
00:00 Introduction and Guest Introduction
01:00 Alison Susko's Background
01:46 Torie Happe's Background
03:33 Defining Community-Based Marketing
03:42 Holistiplan's Community Approach
05:53 Asset-Map's Community Approach
11:19 The Importance of Relationships in Business
20:16 Advice for Building Community
22:31 Conclusion and Final Thoughts
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Alison Susko
LinkedIn - Torie Happe