Alex Lerch

Marketing Director

My Roles: Marketing Strategy • Branding/Design • Content Planning

Alex helps financial advisors and their firms strategically build their marketing programs. He is passionate about marketing and spends most of his time helping our members grow by improving their client touchpoints with a healthy combination of modern digital strategies, traditional advertising and referral systems.

His focus is to guide firms in making decisions that will help the long-term growth of your practice.