Ali Mccarthy, Ph.D. Email & Phone Number

Philadelphia, Pa, Us

After years in the C-Suite as a Strategic Leader inside the financial services industry, I started Amplify Your Voice to help firms take ineffective marketing efforts, identify a purpose-driven strategy and implement it to drive revenue growth. In other words, I’m hired to understand your “why” and direct your “what” and “how.” Emotional intelligence is my secret sauce for actively listening to your client’s needs and getting your team motivated and on board aligned behind a common goal.With 22+ years of financial services marketing experience, my passion has always been in assisting companies and their expert teams in achieving their goals. Whether it's expanding your business or enhancing your brand's presence, as a marketing consultant I can provide the necessary assistance. My deep understanding of the financial services industry allows me to tailor marketing strategies and training programs specifically for your firm's unique needs. Utilizing my expertise in emotional intelligence, I can equip your teams with essential tools to excel in establishing mutually beneficial relationships.MARKETING & PRACTICE MANAGEMENT EXPERTISEBrand Building & StorytellingMedia Strategy Development & Media RelationsDemand Generation & Account Based Marketing Campaign ManagementData Strategy, Analytics, & Artificial IntelligenceTeam Building, Leadership, Mentorship, & Employee EngagementMarketing Tech Stack Integration into CRM Corporate Sponsorships & AdvertisingReporting, Analysis, & Board SupportGrowth & Business Transformation FrameworksProduct & Thought Leadership Content StrategyEvent Strategy & Practice Management Program Development BEHAVIORAL SCIENCE EXPERTISEMarket & Customer ResearchCustomer Segmentation & Target Pesona DevelopmentEmotional Intelligence Assessment & Individual CoachingGroup Training & WorkshopsPodcast Host/GuestSubject Matter ExpertKeynote Speaker

Wakefield, Rhode Island, Us

MUA—which stands for Me, Us, All—is a performance-building company that uses software and coaching to improve employees' overall job performance. So employees can do more in less time while increasing the bottom line.Book a discovery call today: www.wemua.com

Herndon, Virginia, Us

Skience is an award-winning SaaS-based platform and consultancy that empowers wealth management firms to achieve back-office digital enablement.Developed the yearly and quarterly marketing plans that resulted in marketing qualified opportunities and sales qualified pipeline to meet our revenue goal.Worked with sales team to launch demand and lead generation account-based marketing campaigns that resulted in achievement of revenue targets. Managed high-performing team of 15 in-house staff, external consultants, and agency partners.Assessed and implemented comprehensive marketing technology stack that fully integrated into Salesforce CRM and increased team efficiency by 70%. Introduced and co-hosted CRM Unlocked podcast that resulted in expansion of market share and increased overall web-traffic 59%.Led buyer persona research resulting in 8 distinct buyer and influencer types. Used this data to craft specific messages and segment ABM campaigns for more direct and relevant content.

Omaha, Ne, Us

Post the Brinker Capital merger with Orion, lead the development of the firm’s first proprietary practice management program.Designed innovative ideas and drove the development of a new business unit that aligned with business priorities to help meet corporate KPIs and lead generation targets.In under 1 year, spearheaded the technology platform, thought leadership content, and distribution strategy to help financial professionals who work with Orion grow their business and attain success.

Brinker Capital is an investment management company that delivers an institutional multi-asset class investment experience to investors.Led high-performing 10-person team that increased asset growth of products and services to 5,500+ advisors within independent and insurance-based broker-dealers and RIA’s.Created comprehensive marketing campaigns that helped the firm achieve exceptional organic growth and 7 years of revenue growth.Developed multi-channel promotions to support $12B Destinations Mutual Fund complex, $5B high-net-worth offering, and 150+ high conviction SMA products.Collaborated with sales and portfolio management team to develop client engagement programs that achieved 90% client retention rate.During COVID-19 pandemic, successfully executed hundreds of virtual events. Annually, managed 15 to 20 in-person financial professional business-building events with audiences from 20 to 600 attendees.Built and delivered The Center for Outcomes and the Behavioral Innovation Lab which provided the tools, training, and technology to help financial professionals apply behavioral science.

New York , Ny, Us

As part of the third-party distribution team, directed strategic and organizational leadership to a newly formed Channel Marketing team.Conducted small business owner research which led to the creation of a new revenue channel for sales and marketing to pursue. Analyzed research data and created go-to-market materials for sales team to use with financial professionals.Executed print, digital, and interactive campaigns that grew brand awareness by 35%, which exceeded internal expectations.Negotiated new contracts with existing vendors, resulting in an annual savings of $1M YoY within the marketing department.

Nashville, Tn, Us

As part of the sub-advisory team, supported 11 national sales team members and 12 relationship managers within retail and institutional channel.Developed and implemented strategic marketing plans that lead to the sub- advisory team achieving its sales goal within the top 20 insurance companies.Created and maintained collateral, blogs, press releases, RFPs/DDQs, research reports, and email campaigns that positioned the company as a leader in the sub-advisory space, increasing brand awareness by 10%. Organized networking events with 200+ participants across top insurance companies.

As part of the third-party distribution team, marketed annuities through +600 banks, independent broker-dealers, and wirehouses.Provided creative direction, project management, budget maintenance, and communication oversight to ensure sales team achieved annuity sales goal. Cultivated relationships and coordinated with vendors and internal operations to ensure accurate and on-time marketing materials delivery. Facilitated systematic training program for over 100 sales reps on new product and marketing program roll-outs.Developed tracking mechanism to identify costs and daily production volume to ensure marketing projects were completed on time and within budget.Won Excellence Award for outstanding performance and contributions to the firm.

New York, Ny, Us

Spring Valley, Illinois, Us

Phd In Advanced Studies In Human Behavior

Masters, Business Administration

Bachelor Of Science, Marketing