As a self-proclaimed marketing enthusiast with a degree in Entrepreneurship, Carla is a creative thinker and problem solver. When she joined a financial planning firm as a marketing\/communications specialist, she delivered a new perspective on the problems that marketing in the financial industry brings. Her successes have lead her to the Women Advisors Forum to address a growing issue for advisors providing clients the concierge communication they desire, within the time constraints of a busy advisor's schedule.
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Independent and authoritative analysis and perspective for the banking industry