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Confirmed Speakers: Financial Marketer TV (2022-2023 Season)

Specific Dates To Be Announced

Gramercy Institute is pleased to announce its line-up of Financial Marketer TV interview guests for the 2022-2023 season.  Each guest will participate in a deep dive interview for the benefit of Gramercy Institute’s intimate audience.  Ask questions!  Listen for opportunities!!!  The important thing is that you join us for each of these hour-long interviews.


Renee Baker, Head, Advisor Inclusion Networks, 

Raymond James


Giunero Floro, Chief Marketing & Communications Officer, 

Selective Insurance


Sheri Gilchrist, Chief Marketing Officer,

MissionSquare Retirement


Vince Grogan, Director of Marketing, 

Lord Abbett & Co.


Tara Giuliano, Head of Marketing, 

Nuveen, a TIAA Company


Laura Nemeth, Managing Director, Head,

Investments Marketing,

AIG First Principles


David Partain, Global Chief Marketing Officer,

FlexShares Exchange Traded Funds/

Northern Trust Asset Management 


Amanda Rubin, Chief Marketing Officer, 



Erik Schneberger, Chief Marketing Officer, 

American Century Investments


Rich Smith, Chief Marketing Officer-Home Loans, 

PenFed Credit Union


Susannah Wardly, SVP, Marketing, 

Natixis Investment Managers


Paul Zettle, Chief Marketing Officer, EVP,

Head of Global Marketing, 

Cohen & Steers


Financial Marketer TV is a series of 10, live webinar-based CMO interviews taking place over the next 12 months. Yet, much more than this, Financial Marketer TV is a “system.” It is a business development system designed to build business for 40 unique media/partner subscribers. 

Biz Dev: Has The Intelligence River Run Dry?

Once upon a time, our financial marketing eco-system thrived in a world of business breakfasts, conferences, seminars and gatherings. Well, we now find ourselves in a socially-distant world. And while financial firms continue to market with more "gusto" than ever, that once raging biz dev intelligence river has run a bit dry.


Gramercy Institute has changed this. 


GI is pleased to announce a brand new biz dev intelligence service called, Financial Marketer TV. It is designed to keep media, marketing and agency biz dev leaders "tuned in" to what's new (and about to happen) in financial marketing through a series of 10, one -hour, in-depth, real-time webinar interviews with CMOs and other top-level marketers from the world's

leading financial firms. 


To insure that our subscribers learn the scoop first–we have limited the number of

Financial Marketer TV subscribers to just 40 media and marketing partners.


  • Financial Marketer TV is a year-long biz dev SYSTEM for media and marketing partners.

  • This is not news or entertainment. Financial Marketer TV is real time INTELLIGENCE.

  • Social distance today limits how partners UNDERSTAND marketing/media needs of financial firms.

  • LISTENING to client needs (expressed and subtle) is THE key to biz dev success in financial marketing.

  • EXCLUSIVITY matters. We limit our media/marketing partner subscribers to only 40.

  • Our PARTNER SUBSCRIBERS are on the front lines and inside track.

  • Financial Marketing TV is LIVE PROGRAMMING—direct from highest levels of top financial firms. Your job is to respond.

  • 10 Conversations/10 Top Leaders/10 Hours: DELIVERED directly to your desktop in real time.  

  • No travel expense. No entertainment expense. Nothing but LIVE INSIGHTS.

  • Is there ANY BETTER WAY to retrieve exclusive intelligence from this high a level of financial marketer?

  • Financial Marketer TV is AFFORDABLE. Subscribers Receive 3 Passes to 10 live interviews.  


  • Experience 10 CMO (or very senior) One-hour Interviews in 12 months.

  • Speaker Roster: Top marketing leaders at major financial brands.

  • Exclusivity: Only 40 media and marketing partner firms may subscribe.

  • Subscribers receive: 1 “Business Lead” Subscriber Pass to attend 10 CMO Interviews

  • Subscribers receive: 2 “Team” Subscriber Passes to attend 10 CMO Interviews (these passes may be used by any team-member at your company).

  • All 10 hours of programing will be recorded and emailed directly to all 40 subscribers for post-fact viewing and analysis (by you and your team).

  • Live Q&A from subscribers will be incorporated into each interview.

  • All interview subjects will receive a partner company description and contact info for each subscribing company for reference and familiarity.

  • Price: $1995/year/company


“Business development in the financial marketing space is more about listening than it is about speaking.”


We, in the financial services marketing industry, find ourselves in unusual times right now. In this era of social distance we find ourselves challenged to connect with colleagues and business decision-makers. Further, understanding the nuance of what clients at leading financial institutions want and then serving it up to them is a challenge felt industry-wide.

Gramercy Institute has launched Financial Marketer TV in response to these challenges. 


Make no mistake. Financial Marketer TV is much more than interesting. It is more than information. For those marketing media and marketing partners seeking to work with the world’s largest and most important financial brands, Financial Marketer TV is a “system.” It is a biz dev system available to only 30 subscribing media and marketing partners.

Gramercy Institute was founded in 2002. And, I’ve been in this industry for many years before that. I have always been of the belief that the most relevant, long-lasting and durable partnership arrangements are crafted through listening—not through talking. Potential partners in financial marketing need to listen to what leaders at financial brands are really saying before serving up potential solutions. Sometimes these needs can be overtly expressed. And sometimes these needs are hinted at or expressed in subtones and subtlety.  Partnership needs to begin with understanding and that is what Financial Marketer TV is all about.  

Bill Wreaks, 

CEO & Chief Analyst,

Gramercy Institute


“Business development in the financial marketing space is more about listening than it is about speaking. Financial Marketer TV is a business development system”

-Bill Wreaks

Financial Marketer TV is a selling system for media and marketing partners to uncover and understand the true needs of the world’s leading financial brands—before the rest of the industry does. Moreover, it affords these subscribing partner brands the authentic opportunity to suggest the right solutions that these financial brands need and that the right partner brands can provide. That’s why we are strictly limiting the number of media and marketing partners to 30. This system is designed to develop business.


Financial Marketer TV will serve-up 26 CMO (or extremely senior) one-hour, one-on-one interviews to no more than 30 subscribers from September 2020 to September 2021. Each interview will include questions on industry direction and own-company initiatives, both planned and currently in the works. Interview subjects will cover a wide selection of types of financial firms. The job of the subscriber is then to listen, take notes and, after the interview, connect with each company with solutions that might meet their needs.


I truly believe that after 26 hours of in-depth conversations with the top marketers from the world’s leading financial brands, this series will be one of the most valuable sources for financial marketing business development in any tool kit.

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