How To Use Testimonials In Your Marketing
With Guest Presenter Christopher Winn
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- Claire Akin and Chris Winn
Claire Akin, MBA
Claire Akin runs Indigo Marketing Agency, a marketing firm serving top independent financial advisors. Claire is a former Investment Advisor Representative who holds her MBA in Marketing from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis. It’s her goal to help specialist advisors target their ideal prospects with content marketing.
Chris is CEO and Lead Consultant at AdvisorAssist, where he provides comprehensive support to elite advisory firms seeking independence and risk-managed growth. Chris has over 26 years of investment management industry experience, with a focus on regulatory compliance, business transitions, and operations/technology matters.