In this episode, host Paul Ehlinger sits down with Erika Wilson, CMO at Sound Income Group, a parent company supporting financial advisors through multiple subsidiaries, including a national franchise brand. Erika shares her journey from traditional advertising into the financial services world and how she built a marketing approach that balances creativity with the strict compliance of a regulated industry.

Listeners will hear:

• How Erika transitioned from print and media buying to financial services marketing and why she decided to earn a Master’s in Financial Planning as a CMO.

• The unique challenge of marketing in a highly regulated industry — and how compliance can actually spark creativity.

• How Sound Income Group structures its ecosystem to serve both B2B (financial advisors) and B2C (retirement clients) audiences without creating brand confusion.

• Why webinars became a game-changing strategy after COVID and how they continue to drive scalable growth.

• The importance of building a collaborative marketing team and holding clear accountability across multiple brands and subsidiaries.

• How Erika leverages both traditional credibility builders (TV, radio, books) and digital channels to maximize ROI and presence.

• Her perspective on AI in marketing — and why those who embrace it will have a competitive edge.

🎧 A must-listen if you want to understand how to market within a regulated industry, balance B2B and B2C messaging, or learn how franchising fits into the future of financial services.

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