Wealth management firms serving high-net-worth individuals and families have traditionally not relied on their websites to drive leads and close new business. But that is changing. On this episode of The Adlibber, we focus on how digital marketing and multi-year public relations strategies have become more impactful in the wealth management industry and how firms are diversifying their content and increasing media exposure to increase brand awareness to attract new clients and employees.
Jon Ekoniak, CFP, is Managing Partner at Bordeaux Wealth Advisors, a boutique investment advisory and wealth management firm based in Silicon Valley, California.
Prior to joining Bordeaux Wealth Advisors, Jon served in various executive roles in Silicon Valley and Denver. He served as an equity analyst at Robertson Stephens and Piper Jaffray where he conducted in-depth research on software stocks. He then joined one of the software companies that he followed, Oracle, helping his group grow their revenues more than fivefold to over $1 billion. He then returned to financial services to join Charles Schwab & Co where he led a consulting team to many of the elite independent wealth management firms across the country.
Jon earned an M.B.A. from Stanford University and graduated from Loyola Marymount University with a B.B.A. in Finance and a minor in Economics.
Amy Ellisor is Director of Marketing at Bordeaux Wealth Advisors, a boutique investment advisory and wealth management firm based in Silicon Valley, California.
Her primary focus is to share Bordeaux’s story and value proposition since our model differs vastly from that of traditional investment advisors and wirehouses.
Amy’s varied background includes market research, and data and analytics as well as retention marketing. Most recently, she led the marketing team at an award-winning, Seattle area accounting firm – positioning the $26 million business for a successful sale to a national, public company.
She graduated from Washington State University with a B.A. degree in English Literature, as well as an M.B.A.