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Our guest for this episode has a marketing career that started with ads about cheese and orange juice… She’s Mary Kate Gulick, and her journey from journalism student to fractional CMO is anything but predictable.

She fell in love with financial services by leading marketing at TD Ameritrade Institutional, which led her to start her own firm. Ever since, she’s believed strategy is a non-negotiable in every growing financial business, and empathy is the cornerstone of her leadership.

Mary Kate’s story is also a reminder that growth comes from knowing what matters and finding the right people to help with it, instead of trying to do it all yourself.

Connect with us!

Mary Kate Gulick on LinkedIn

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth