Were you able to attend the WealthEngine Luxury Marketing webinar last week? We had thought leaders in the affluence and luxury space sharing best practices around reaching the re-emerging affluent consumer.

In addition to sharing tweets around luxury marketing, there was also some great dialogue around personalizing messages to reach consumers more effectively and how nurturing our relationships with our customers can have a positive impact on our bottom line...Read more

Wealth in the U.S. is growing. Affluent consumers have more cash post-recession and are ready to make investments. Whether in fashion, jewelry, auto, real estate – it’s not about the statement, but all about the sentiment. It’s about how that brand or product makes them feel. The aspirational consumer still exists but, it is the traditional luxury consumer who will build a long term relationship and be a brand ambassador.

I had the pleasure of hosting a webinar today, ...Read more

It was quite a busy week on Twitter last week. Predictive analytics and data insights are always on my mind and after returning from the Gartner Digital Marketing conference the week before, I’ve got data-driven marketing on the brain more than ever.

Last week I was sharing tweets around the many hats we, as CMOs, wear and how we can all get ahead, what data-driven marketing success looks like and customer-centric marketing. Because when it comes down to it...It really is all about the customer, isn’t it? Would love if...Read more

What interested you in joining WE?

From the beginning, it was all about the people that I met.  Initially, it was just Bobby Yazdani, our Executive Chairman, and WealthEngine’s founder Tony Glowacki.  Both are very passionate about the business and have styles and philosophies that are consistent to mine. In addition, they are both committed to our customers and to our employees.   

In time I met with Dawn Orr, Mike Lees, John Funge and others and I began to recognize the exceptional talent that Tony was able to attract to WealthEngine.   Working with this strong leadership group and with the entire WealthEngine team has been very inspiring.Read more

Create unique personas to drive segmentation of your audience to send personalized, meaningful messages that will rise above the noise.

Many organizations have a one-size-fits-all approach to fundraising appeals. It’s time to start thinking beyond age and giving history. Consider segmenting around lifestyle factors, behavior and affinity to other causes in the community

Donors and prospects may have a lot in common but send them a generic message and your communication will be overlooked:

The following best practices will help you create personas that you can use in your donor and prospect marketing and solicitation segmentations.Read more

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