Patti Newcomer-Small from FMG Suite on Leadership and Marketing Trends

TL;DR

Patti Newcomer shares leadership insights and marketing trends in financial services and tech.

Transcript

okay everybody welcome to another ignite visibility university today i am so excited because we have patty newcomer with us patty is a dynamic marketing executive with 30 plus years experience in financial services and technology she's currently cmo of fmg suite but patty was previously vp of marketing at intuit and svp and cmo at world pay and she... Read More

Key Insights

• Patti Newcomer emphasizes the importance of having a point of view, especially when it differs from management, to foster growth and innovation in an organization.
• Building lasting customer relationships requires active listening and understanding customers' needs without imposing preconceived notions.
• Creating an inclusive work environment involves understanding different personality types and accommodating diverse ways of engagement and participation.
• Leadership success often involves empowering others, fostering team growth, and not always being the smartest person in the room.
• The financial services and technology sectors offer exciting opportunities for marketers, with fintech and martech being particularly dynamic areas.
• Philanthropy, especially supporting women in STEM and tech, is crucial for Patti, as it addresses gender disparities in funding and opportunities.
• Artificial intelligence and machine learning are transforming professions by automating decision-making, with significant implications for marketing strategies.
• Key marketing trends include analytics, personalization, and the strategic use of content and video to enhance customer engagement.

Questions & Answers

Q: What is Patti Newcomer's current role and company?

Patti Newcomer is the Chief Marketing Officer at FMG Suite, a company that provides marketing automation software to financial advisors and insurance agents. Her role involves overseeing marketing strategies and helping small business owners grow their businesses through effective marketing solutions.

Q: How did Patti transition from engineering to marketing?

Patti started her career in chemical engineering at Procter & Gamble, focusing on R&D and new product development. She later transitioned to marketing, holding positions at Capital One, Wachovia, Intuit, and Worldpay. Her diverse experiences in financial services and technology sectors have shaped her career in marketing leadership.

Q: What advice does Patti give for aspiring CMOs?

Patti advises aspiring CMOs to focus on growing their teams and achieving results through others rather than trying to be the smartest person in the room. She emphasizes the importance of having a distinct point of view and encourages taking risks and being open to new opportunities to advance in their careers.

Q: How does Patti suggest building lasting customer relationships?

Patti suggests actively listening to customers without imposing agendas, understanding their needs, and empathizing with their business cycles. She highlights the importance of timing in marketing strategies, such as avoiding product launches during peak busy periods for clients, to build trust and long-term relationships.

Q: What are Patti's thoughts on diversity and inclusion in the workplace?

Patti believes in creating an inclusive work environment by understanding and accommodating different personality types. She emphasizes building relationships and trust among team members to facilitate constructive conflict resolution and better outcomes. She also values diversity for bringing multiple perspectives to the table.

Q: Why is philanthropy important to Patti?

Philanthropy is important to Patti as it aligns with her values instilled by her parents. She focuses on supporting women in STEM and technology through initiatives like the Women's Impact Network and How Women Invest Fund, aiming to address gender disparities in funding and opportunities in these fields.

Q: What excites Patti about the future of marketing?

Patti is excited about the impact of AI and machine learning on marketing, particularly in automating decision-making and enhancing predictive capabilities. She sees potential in analytics, personalization, and content strategies, including video, to drive marketing success and engage customers effectively.

Q: How can people connect with Patti Newcomer?

People can connect with Patti Newcomer on LinkedIn, where she is listed as Patti Newcomer-Simmons. She is also active on Facebook and Twitter. Patti encourages reaching out to her on these platforms to learn more about her work and insights in marketing and leadership.

Summary & Key Takeaways

• Patti Newcomer, CMO at FMG Suite, shares her career journey and insights on leadership and marketing trends. She highlights the importance of having a point of view and empowering team members for organizational growth.

• Patti discusses building customer relationships through active listening and understanding their needs, emphasizing the significance of empathy and timing in marketing strategies.

• The conversation also touches on the role of AI in marketing, the importance of diversity and inclusion in the workplace, and Patti's philanthropic efforts to support women in STEM and tech.