Head of Advisor Marketing Services
Matt Kress is in charge of advisor marketing services at AdvisorEngine. He has coached over 150 advisors and firms – diving deep into their digital presence and giving them the tools and guidance to attract the right clients. He brings together in-depth prospect research and his experience which includes co-founding, marketing and selling his previous company, Relately. He uses a simple process that creates actionable steps for advisors and their team to follow. The advisors he works with find the time “extremely valuable” and a “great use of their time” when describing working together.