Kevin Mulhern
CEO, Co-founder @Advisorstream
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WORK HISTORY
CEO, Co-founder @Advisorstream
CA
I manage a team of talented professionals at AdvisorStream.com. We are a team of designers, developers, leading global publishers and financial services veterans providing an automated marketing platform for financial professionals. AdvisorStream supports more than 350 different financial firms across the United States, Canada and the UK delivering millions of communications for advisors each month. The AdvisorStream approach has proven that marketing initiatives powered by engaging content increase client retention and drive new business helping advisors grow their businesses. AdvisorStream is an automated marketing platform built specifically to create and deliver powerful client communications for financial advisors and insurance agents. AdvisorStream empowers digital marketing across all channels, including email, social media, websites, blogs, and client portals. Through licensing partnerships with more than 25 of the world’s respected publishers AdvisorStream curates the most relevant real-time content for use in marketing efforts. The platform integrates seamlessly with firms’ existing review and approval workflows, and works with all archiving systems without capital investment.
EDUCATION
ITI / Dalhousie University - IT Program
Post Graduate Diploma - Applied Information Technology
University of Toronto - continuing studies
certificate - continuing studies, Project Management
The University of Western Ontario
Bachelors Degree, Commercial Studies - financial studies focus
Canadian Securities Institute
Candian Securities Course
ABOUT KEVIN MULHERN
KEVIN MULHERN – DIGITAL STRATEGIST HELPING FINANCIAL SERVICES FIRMS AND ADVISORS AUTOMATE CONTENT MARKETING TO ENHANCE CLIENT ENGAGEMENT, INCREASE RETENTION AND GROW NEW BUSINESS As an entrepreneur who brings a deep background in the financial service industry, my passion has always focused on developing solutions for firms and advisors that create efficiencies, streamline workflow, drive new business and deliver measurable ROI. During my career, I have worked for both large and boutique wealth management firms while developing a rich background in new media, big data and web-based services. After witnessing a growing need for marketing automation, I brought together a team of like-minded technology and experienced industry experts in 2013 to launch the award-winning AdvisorStream digital marketing platform. Today AdvisorStream successfully automates millions of personalized communications each week for Advisors across the US, Canada and the UK. Our success is proudly evidenced by our 5 STAR rating on Google reviews. I understand the challenges that enterprises and advisors encounter in growing their business while embracing digital marketing in the face of ever changing technology and the increasing pressure of regulatory oversight. We’ve proven that combining compliant content from the world’s most trusted publishers supported by seamless workflow integration across all channels - including email, social media, websites, blogs, and client portals - delivers results. As a dynamic organization, we constantly scan the digital marketplace in search of emerging ideas and technologies. At the same time, we engage advisors, decision makers and regulators to understand their needs and challenges. Armed with this information, we are constantly evolving and improving AdvisorStream ensuring advisors who use our automated marketing platform continue to have a competitive advantage. SPECIALITIES: Digital Marketing | Content Marketing, Digital Transformation | Client Engagement | Growing Advisor Practices | Speaking Engagements. SPEAKING OPPORTUNITIES: I welcome opportunities to assist with media interviews and keynote speaking engagements. All media opportunities can be directed to: M••••••••@AdvisorStream.com. CONTACT KEVIN MULHERN: e: K••••••••@AdvisorStream.com t: 41••••••01 c: 64••••••14 SCHEDULE A DEMO: AdvisorStream.com
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