Brett Bernstein, CFP® and The GavinFi Podcast explores how strategic communication, digital innovation, and relationship-driven marketing are transforming the way XML connects with clients. From leveraging cutting-edge platforms like HubSpot, Hootsuite, and Practifi, to making key hires that expand our technology and marketing capabilities, we're redefining client engagement in a multi-channel world. Tune in below to hear insights, behind-the-scenes looks at our marketing strategy, and real-world examples of how thoughtful outreach builds lasting trust in the financial space.
Have questions about how these insights and ideas could impact your personalized wealth management strategy? Let’s talk.
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