Here’s a light video of a chat I had about marketing for professional practices with Susan Mallin, an investment advisor in Toronto. It is a useful overview for anyone considering working with a marketing professional for the first time. It is also an introduction to my personal philosophy on the subject, something that is most familiar to my clients.

This video is part of Sue’s Wealth Management and You series. Our interview begins after a twelve minute segment focused on investing. Some of the topics covered in this episode include: how to work with a marketing professional, subliminal messaging in marketing, synergies between sales and marketing, the difference between marketing and branding, social media strategies and Canada’s recent anti spam legislation.