Dan Bolton
Dan Bolton is the Chief Marketing Officer at Wealth.com, where he leads brand, demand generation, communications, events, partnerships, and go-to-market strategy. He has helped position Wealth.com as one of the fastest-growing companies in wealth technology, supporting the firm's expansion across RIAs, broker-dealers, banks, and family offices.
Prior to Wealth.com, Dan held senior marketing leadership roles at Nitrogen Wealth (formerly Riskalyze), where he led award-winning marketing initiatives and helped elevate the company's market presence across the financial advice industry.
Dan has been recognized as an InvestmentNews Rising Star, a ThinkAdvisor NextGen Rising Star, and a finalist for CMO of the Year at the ThinkAdvisor Luminary Awards. His teams have earned numerous industry honors, including Marketing Department of the Year from the Business Intelligence Group and multiple Wealth Management Industry Award nominations and wins.
In this episode of Event Experience by Bizzabo, host Rachel Moore sits down with Dan Bolton, Head of Marketing at Wealth.com, to explore how micro events are reshaping the event marketing landscape. Dan shares why these smaller, more intimate gatherings deliver stronger relationships, higher engagement, and measurable results, serving as powerful complements to large-scale conferences.
Wealth.com's Head of Marketing Dan Bolton gives financial advisors tips to differentiate their marketing and discusses how Wealth.com is meeting advisors where they are.
In The High Growth Playbook, you’ll discover the strategies and tools you need to thrive and prosper. This indispensable guide provides a roadmap for achieving and maintaining growth, specifically tailored to wealth management firms seeking to expand their business and increase profitability.
Signature Speaking Topics
A practical breakdown of the systems, channels, and team structure needed to drive consistent pipeline in today’s environment.
How messaging, positioning, and buyer expectations are changing as AI becomes part of the client experience.
How do you break down the sea of sameness in advisor marketing? This session offers a framework for building a distinctive brand that captivates.