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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Mary Kate Gulick, MA
Chief Marketing Officer, Head of Marketing & PR Services at FiComm
Speaker

Profile

Mary Kate Gulick is an award-winning marketing veteran, creative leader, content marketing pioneer, Amazon bestselling author, WealthManagement.com’s 2022 CMO of the Year, and a finalist for 2023’s Innovator of the Year. More than anything, she’s a true believer in the power of independent financial advisors and unbiased planning to transform the world by helping ordinary families build the kind of wealth that empowers them to live out their highest purpose and make their communities stronger. Today, Gulick serves as Chief Marketing Officer for Ficomm, an awardwinning growth marketing agency dedicated to helping RIAs, wealth management platforms, and asset managers crush their growth goals. Prior to her time at Ficomm, Gulick led marketing at Carson Group as their Chief Marketing Officer and SVP of Advisor Marketing. In these roles, she overhauled the marketing services offering, dramatically expanded digital marketing capabilities, built out the consumer lead generation program, rebuilt the advisor marketing program to achieve record lead generation, built the company’s first end-to-end analytics program, set records for media coverage and ads efficiency, and launched the company’s unified brand messaging strategy. Before that, long-time client TD Ameritrade tapped her to head up brand, creative, digital, and content marketing for the Institutional business, where she developed a keen understanding of the needs of RIAs and independent advisors while building the company’s award-winning content marketing program and category-leading digital presence. All of this was after a full career leading a global marketing team at IBM, as well as creative and strategy teams at award-winning digital marketing agencies. In all her agency work, Mary Kate was focused on financial services, working with clients like Allstate, LBL Insurance, Suze Orman, First National Bank of Omaha, Securities America, Farmers & Merchants Bank, Bank Leumi, and more.

Agenda Sessions

  • Unveiling the NextGen Advisor's Perspective: Empowering RIAs to Foster Succession and Fuel the Emergence of New Leadership Generations

    4:55pm