Inspiring the Future: Advocating for Next Generation Success in Financial Services

“I believe in advocating using grassroots efforts, authentic engagement, and unyielding commitment, and those being the true catalysts for effecting lasting change. Those are essential in passing a bright shining torch to the next generation.”

Welcome to WomenShare: a marketing guide for women in financial services. On today’s episode, Joanna Ehresman and Leah Alter are joined by Maria Bethel, the senior vice president of marketing and communications at Axtella.

Maria and her team are championing diversity and inclusion in the financial services industry, especially when it comes to the representation of younger advisors. She is joining us today to discuss the importance of advocating for lasting change through grassroot efforts, authentic engagement, and unyielding commitment.

The next generation of advisors is filled with untapped potential and Maria is sharing her strategy to discover it, incorporating storytelling, social media, and thought leadership to inspire and engage young professionals.

Key takeaways:

1. The importance of grassroots efforts and authentic engagement in marketing, and unyielding commitment as true catalysts for effecting lasting change.

2. The significance of redefining the purpose and mission in the financial services industry to inspire the next generation of financial professionals and investors.

3. The need to address the limited public awareness and understanding of the independent broker-dealer and the transformative influence that financial professionals have in helping individuals realize their dreams and aspirations.

4. The necessity to meet the next generation where they are by utilizing social media platforms and visual content to effectively communicate and engage with them.

5. The career advice to speak up, always be respectful, and courageously share your voice, while balancing wisdom with intuition.