Katie Welch
Senior Director Advisor Marketing @RFG Advisory
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WORK HISTORY
Senior Director Advisor Marketing @RFG Advisory
As Director of Advisor Marketing, I lead the development and execution of innovative, results-driven marketing strategies designed to empower financial advisors to grow their businesses and deepen client relationships. With over 10 years of experience in financial services marketing, I combine creativity with a strong analytical approach to deliver impactful solutions that drive measurable results.Key responsibilities include:• Team Leadership & Development: Managing and mentoring a growing team of marketing strategists, fostering a collaborative, high-performing culture that consistently delivers beyond the ask.• Strategic Marketing Execution: Designing and implementing integrated multi-channel marketing strategies—including digital, social media, content, email, and events—that align with advisor business goals and focus on client acquisition, retention, and loyalty.• Advisor-Focused Innovation: Developing customizable marketing programs, templates, and educational resources that help advisors amplify their brand, engage clients, and accelerate revenue growth.• Emerging Trends & Digital Focus: Staying ahead of emerging trends, lead generation platforms, and digital marketing tactics to ensure advisors remain competitive and innovative in a dynamic landscape.• Driving Measurable Impact: Leveraging a data-informed approach to identify opportunities, solve complex business challenges, and implement solutions that deliver ROI and position advisors for growth.In this role, I thrive on balancing creativity with a data-driven approach, finding innovative solutions, and partnering with advisors to amplify their voices and achieve real business results. Throughout my career, I have earned a reputation as a strategic marketing leader who bridges enterprise-level goals with practical implementation, consistently delivering programs that drive success and position organizations for growth.
EDUCATION
University of Wisconsin-Madison
B.A., Political Science
ABOUT KATIE WELCH
I build measurable growth engines across product GTM, lifecycle/CRM, and digital…
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