Navigating Innovation: From Wealth Tech to Marketing Mastery - Insights from Stacy Kehren Idema and Benjamin Kepner

In the ever-evolving world of business and technology, staying ahead of the curve is crucial. This past week's Beyond Fulfillment Podcast episodes takes listeners on a journey through the innovative realms of wealth tech and digital marketing. We dive deep into the experiences and insights of two leading entrepreneurs, Stacy Kehren Idema, PMP? ?? and Benjamin Kepner . From the challenges and triumphs of creating a purpose-driven wealth tech platform to harnessing the power of AI in marketing, this episode promises a wealth of knowledge and inspiration.

Ep. 52 - Stacy Kehren Idema: Bridging Generations with Wealth Tech

Stacy Kehren Idema, the founder and managing director of Equity, has revolutionized how family offices approach investments and wealth transfer. Born out of her unique blend of family business experiences and a demanding corporate career, Equity aims to align family values with investment strategies, ensuring secure intergenerational communication. Stacy?candidly shares her journey of significant responsibilities, which initially drove her away from the family business. However, a major life change in 2020 saw her selling everything and embarking on a new venture in London, leading to the birth of Equity.

One of the major highlights of her work is addressing the emotional dynamics and personal aspects of business often overlooked in the corporate world. Her personal experiences, including surviving two accidents, have instilled a profound appreciation for life and shaped her mission-driven approach. Discussing the transfer of wealth across generations, Stacy?emphasizes the increasing variance in values and investments, highlighting the critical need for understanding and communication. The conversation extends to the role of AI in facilitating these transfers, where technology aids efficiency but can never replace human emotion.

Stacy also mentions the rising influence of women in driving innovation and the challenges of securing funding as a female founder. With a focus on finding value-aligned investors, she shares her strategies for engaging with her audience through weekly updates and social media visibility.

Watch Stacy's full episode here:?https://youtu.be/m4vPt3nBJHI

Ep. 53 - Benjamin Kepner: Balancing AI and Human Insight in Marketing

The world of digital marketing is rapidly changing, and Benjamin Kepner, CEO of Global Social Media Marketing, is at the forefront of this evolution. Starting as a thought leadership blog in 2011, Benjamin's company has grown into a full-fledged digital marketing agency based in Denver. He delves into the importance of balancing AI and human involvement in marketing, emphasizing that while AI enhances efficiency and research capabilities, human oversight is essential to mitigate potential risks and errors.

Benjamin underscores the pivotal role of data analytics, privacy laws, and the shift towards first-party data collection. His agency's unique approach includes offering full-service solutions and hourly consulting to meet diverse client needs. From paid advertising to lead nurturing via sales funnels and automated email campaigns, Benjamin?highlights the shift from organic social media growth to paid strategies.

AI's impact on marketing is a recurring theme, with Benjamin?pointing out the industry's initial struggle and eventual embrace of AI tools. He shares positive experiences using AI-driven tools like Hey Gen for video creation, which have significantly boosted their creativity and output. Despite AI's growing role, Benjamin asserts the necessity of human insight, ensuring AI complements rather than replaces human input.

Watch Benjamin's full episode here:?https://youtu.be/EtztBeLnF-U

Through their stories, both Stacy and Benjamin provide invaluable insights into leveraging technology while maintaining the irreplaceable human touch in business. Their journeys underscore the importance of adaptability, innovation, and staying true to one's values in the face of rapid technological advancement.

#ai #aitech #innovation #wealthmanagement #marketing