In this conversation, we talk with Derek Pollard, Ph.D., founder of Constellar Creative. We explore what’s behind some common and confusing terms in financial services marketing and discuss the often-misaligned expectations between financial advisors and their marketing partners about topics like “authenticity,” “personalization,” and “storytelling.” Derek shares practical ideas to help you understand how relationship marketing works, why it sometimes doesn’t, and what steps you can take to create messaging that is more compelling, relevant, and connected to the clients you want to serve. If you’ve ever felt frustrated with your marketing ROI or wondered if you’re doing it correctly, this episode is for you.