Greg Yates and Kirti Naik are global branding and marketing experts. Kirti has build global brands across financial services, at Citi, Oppenheimer Funds, Russel Investments, BNY Mellon, and others. Greg is the former CMO of Institutional Investor.
This is a wide ranging conversation that will also give you a great understanding of how Independent Financial Advisors can build their brands in 2025.
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