Courtney Kehl is a passionate marketing leader with over 15 years of experience in demand generation. With a background that spans high-growth startups, public enterprises, and mature companies, Courtney has played a pivotal role in transforming seed round startups into thriving businesses. Now, as an agency owner, she continues to leverage her expertise to build successful companies that scale profitably and, in some cases, through acquisition.
In this episode, Chris and Courtney discuss:
- Scaling the Marketing Mountain: How Wearing Multiple Hats Prepares You
- Mastering Client Retention
- Surviving Mergers & Acquisitions
- Retainer vs. Project-Based Work
Connect with Courtney:
Company LinkedIn │ Website │ Twitter
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
