Engaging Clients at scale: Trey Robinson

In a recent episode of “From Startup to Wunderbrand,” Trey Robinson, the founder of Story Amplify, shared his expertise in driving growth within the financial services sector. As a seasoned marketer with experience at major firms like Charles Schwab, Trey emphasizes the importance of real-world experience, the pivotal role of CRM systems, and the need for a strong digital presence. His approach is rooted in practical business growth strategies that prioritize measurable results and long-term client engagement.

Key Takeaways:

• Real-World Experience Matters: Trey’s straight-talking, results-driven approach sets him apart from typical marketers.
• CRM is Crucial: Effective CRM systems are the backbone of successful client engagement and sales in financial services.
• Digital Presence is Key: A robust digital footprint is essential for businesses of all sizes to attract and retain clients.
• Internal Activation: Engaging both employees and clients internally is crucial for sustained growth and brand consistency.

The Power of Experience and Straight Shooting

Trey Robinson, a sixth-generation Texan and “growth junkie,” bases his business strategies on real-world experience and a commitment to measurable results. He distinguishes himself from typical marketers by focusing on business growth rather than just creative output, ensuring that every campaign contributes to the bottom line.

The Crucial Role of CRM

In the financial services industry, CRM systems play a critical role in both B2B and B2C contexts. Trey explains that whether nurturing a single high-value client or managing relationships with thousands of investors, CRM ensures that leads are effectively nurtured, and customer interactions are personalized and productive.

Reality vs. Hollywood in Financial Services

Contrasting the Hollywood portrayal of financial services with his own experiences, Trey highlights the importance of accessibility and transparency in the industry. His career at Charles Schwab, particularly during the late 90s when self-directed trading became accessible to the public, exemplifies the democratization of financial products.

Engaging Thousands of Clients: Lessons from the Field

Trey’s extensive experience managing growth programs for financial advisors offers key lessons for businesses. He stresses the importance of maintaining a strong digital presence, regardless of the size of the client base. In today’s digital world, a company’s online footprint is often the first impression for potential clients, making it essential for even small businesses to have a robust online presence.

Internal Activation: A Key Strategy for Financial Services

Internal activation, according to Trey, is vital for both employee engagement and client retention. Ensuring that employees are aligned with external messaging and that clients are continually engaged through cross-selling and upselling is crucial for long-term success.

Navigating Digital Transformation at Charles Schwab

Trey’s involvement in the digital transformation at Charles Schwab provides valuable insights into how large financial institutions have adapted to the digital age. His experience underscores the importance of precise measurement, CRM systems, and funnel optimization in driving growth.

Foundational Digital Channels for Financial Services

Trey advocates for focusing on foundational digital channels, such as Google and social media platforms. Ensuring a strong presence on these platforms is essential for businesses in the financial services sector. These channels form the bedrock of an effective digital strategy.

Specialization in Financial Services: The Key to Success

Story Amplify’s specialization in financial services allows the agency to deliver highly effective marketing solutions tailored to the industry’s unique needs. Trey’s deep understanding of the sector enables him to provide exceptional value to clients, helping them achieve their growth objectives.

Final Thoughts: The Entrepreneurial Journey

Trey’s transition from working at a major financial institution to founding his own agency was challenging, but his passion for creating an engaging work environment has driven Story Amplify’s success. Today, the agency serves clients across the United States, offering innovative marketing solutions that blend traditional expertise with digital innovation.

Tags: Growth Strategies, Financial Services, CRM, Digital Marketing, Entrepreneurship, Offers, Story Amplify, Digital Transformation, Trey Robinson