John Brockelman’s Unconventional Playbook for Financial Marketing Success

Financial services marketing is one of the hardest kinds of marketing to crack. But John Brockelman and his team at State Street Investment Management have proven, campaign after campaign, that it can be done well and done right. Tune in for his playbook on how financial services marketers can drive growth, connection and culture.

What You'll Learn:

• How to align marketing with sales and business objectives
• The importance of simplifying brand architecture for market expansion
• How to build intentional talent strategies by mixing specialized and generalist expertise
• Why guerrilla marketing and experiential activations outperform traditional advertising in regulated industries
• How to use strategic partnerships to reach new audiences
• How to scale AI adoption across marketing operations without replacing human creativity

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