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    Lisa Graham

    Co-founder & CEO at Graham Media Partners

    Lisa Graham is the co-founder and CEO of Graham Media Partners, a marketing firm based in Philadelphia that specializes in serving financial services firms, including broker-dealers and registered investment advisors (RIAs). She has a strong background in marketing and communications, having previously worked at SEI and spent nearly a decade at Symmetrical Investments, an M&A advisory firm. Lisa is also an Advisory Board Member at the Wealth Advisor Growth Network (WAGN), where she collaborates with other industry leaders to support the growth of independent advisors.123

    Graham is a graduate of Villanova University and resides in suburban Philadelphia. Her expertise in marketing strategies for financial services has positioned her as a thought leader in the industry, often sharing insights on effective client engagement and business growth.12

    Highlights

    Sep 15 · investopedia.com
    Growing Your Client List: Lisa Graham's Top 5 Marketing Tips for ...
    Growing Your Client List: Lisa Graham's Top 5 Marketing Tips for ...

    Related Questions

    What are Lisa Graham's top 5 marketing tips for wealth managers?
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    What specific services does Graham Media Partners offer to financial services firms?
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    What is the role of Lisa Graham at Wealth Advisor Growth Network?
    Lisa Graham
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    Location

    Wayne, Pennsylvania, United States