Greg Banasz is the Managing Director, founding partner, and Chief Marketing Officer at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.  

In this podcast, Greg and Doug discussed the key factors contributing to Steward Partners’ success, as well as customization and flexibility in creating effective marketing strategies for financial advisors.

Also discussed:

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• The focus Steward Partners has on independence, culture, and giving everyone a voice – the principles that have guided them for the past decade.
  
• The firm’s growth from 12 people to 550, maintaining its core values and building a supportive culture.
  
• Advisors at Steward Partners benefitting from customizable marketing resources, digital tools, and a strong online presence.
  
• How marketing strategies should be tailored to individual advisor goals, whether it’s improving digital presence or engaging in media outreach.
  
• The continuous evolution of Steward Partners, recently becoming a multi-chassis platform and incorporating next-gen digital tools for tracking and marketing.
  

Resources: 

Steward Partners

Source