Dan Bolton
Dan Bolton is an accomplished marketing leader with a track record of driving growth and innovation in the fintech and wealth management industries. As Head of Marketing at Wealth.com, Dan spearheads efforts to elevate the brand, generate demand, and solidify the company's position as a leader in estate planning and wealth technology. Previously, Dan held senior marketing roles at Nitrogen Wealth (formerly Riskalyze), where he led award-winning initiatives. Recognized as a 2025 InvestmentNews Rising Star, a 2024 NextGen Rising Star by ThinkAdvisor, and a finalist for CMO of the Year at the 2025 ThinkAdvisor Luminary Awards, Dan also led the team named 2024's Marketing Department of the Year by the Business Intelligence Group. His work has been honored six times as a finalist at the Wealth Management Industry Awards. Outside of work, Dan enjoys running through Atlanta and spending time with his family.
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.