Mar 26, 2021
In this episode, Tom discusses the world of market metrics and analytics with Jeremy Lyons, and how Cornerstone implements that data into their work. They also discuss what Cornerstone has learned over the last year and how they hope to continue their success in 2021.
About Jeremy Lyons:
Once the owner of a construction business, Jeremy now serves as the Director of Marketing at Cornerstone Wealth Management. He analyzes market trends and metrics to identify where Cornerstone can better serve its clients.
Company Website: cornerstonevegas.com
Key Moments:
2:17 - Insight Into What Cornerstone Does
3:46 - What Does The Role Director Of Marketing Entail At A Large Firm
6:22 - Is Tracking Data New To Cornerstone Or Something The Company Has Been Doing For Awhile
13:24 - What Is A Director Of First Impressions
21:44 - What Marketing Lessons Have Been Learned from 2020
32:30 - Cornerstone’s Plans For 2021
Contact Retirement Inside Out:
Email: tom.lamendola@figmarketing.com
Phone: 800-527-1155
Web: figmarketing.com