Appoints Proven Wealth Management Industry CMO Mark Forman as its Newest Client Strategy Director

Longstanding CMO is the latest addition to’s expanding team of sales and marketing experts

PHILADELPHIA--(), the growth engine design consultancy firm transforming the way finserv and fintech companies approach sales and marketing, today announced that industry veteran Mark Forman has joined the firm as client strategy director as part of’s Outsourced Chief Marketing Officer (CMO) service offering.

As an outsourced CMO, Mark will work directly with’s clients and will be responsible for crafting comprehensive marketing strategies. His duties will include overseeing the development and execution of strategic campaigns, with a particular focus on ensuring alignment with sales objectives throughout the process.

“We are thrilled to welcome Mark to the team,” said co-founder and president Meghan Richter. “His strategic vision, industry experience and successful track record in leading marketing strategies make him an invaluable addition to our team.”

Before joining, Forman served as the CMO at independent insurance solutions platform, RetireOne. With more than two decades of experience, he has demonstrated his expertise in various capacities at Jefferson National and Nationwide. In these roles, he showcased his skills by overseeing marketing technologies and user experience design. During his time as VP of customer experience at Jefferson National, he played a pivotal role on the leadership team that successfully managed the sale and transition to Nationwide.

“The commitment to innovation and forward thinking by the team align perfectly with my passion for building and driving impactful marketing strategies in the financial services industry,” said Forman. “I’m excited to roll up my sleeves and get my hands dirty while collaborating with my new teammates to achieve great results for our clients.”

Forman’s addition continues the expansion of’s team, following the recent appointment of Kyle Hiatt as partner and head of sales consulting. Forman's recruitment underscores's commitment to bolstering the value it offers to clients. His wealth of experience further amplifies the firm's capacity to support and cater to the needs of insurance companies in addition to the wealth management, advisory, and fintech sectors where the firm is already deeply entrenched.

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About works with a wide range of fintech and finserv companies – including start-ups looking to outsource their go-to-market planning, growth stage firms that want to turbocharge their sales marketing efforts, and established firms looking to modernize their outdated ways. clients are excited to change, evolve, and push boundaries and they want a partner to challenge and advise them as they pursue their growth goals.


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