How Did We Get Here?

36. From Orange Juice Ads to RIA Chief Marketing Officer with Mary Kate Gulick

41 min · 31. heinä 2025
jakson 36. From Orange Juice Ads to RIA Chief Marketing Officer with Mary Kate Gulick kansikuva

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Our guest for this episode has a marketing career that started with ads about cheese and orange juice… She’s Mary Kate Gulick, and her journey from journalism student to fractional CMO is anything but predictable. She fell in love with financial services by leading marketing at TD Ameritrade Institutional, which led her to start her own firm. Ever since, she’s believed strategy is a non-negotiable in every growing financial business, and empathy is the cornerstone of her leadership. Mary Kate’s story is also a reminder that growth comes from knowing what matters and finding the right people to help with it, instead of trying to do it all yourself. Connect with us! Mary Kate Gulick on LinkedIn [https://www.linkedin.com/in/marykategulick/] Jess Bost on LinkedIn [https://www.linkedin.com/in/ladybost/] Lake Avenue Financial [https://www.lakeave.com/] Mark Newfield on LinkedIn [https://www.linkedin.com/in/marknewfield/] Journey Strategic Wealth [https://journeyswadvisor.com/]

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Kaikki jaksot

38 jaksot

jakson 38. From First Hello to Last Goodbye (For Now) kansikuva

38. From First Hello to Last Goodbye (For Now)

We started this show wondering “How did we get here?” and after 36 guests, a hundred tangents, and probably too many bad jokes from Mark, the answer is… still complicated. What we do know is this: the people we met were driven by passion, fueled by purpose, and honest enough to share the messy parts along with the wins. That mix of grit, curiosity, and a refusal to quit made every conversation unforgettable. This is the final episode of the season, and we’re walking away with full hearts, new friends, and maybe even a little wisdom. Thank you for listening, laughing, and sticking with us on this winding path. Who knows what comes next — but we’re glad we got here together. Connect with us! Jess Bost on LinkedIn [https://www.linkedin.com/in/ladybost/] Lake Avenue Financial [https://www.lakeave.com/] Mark Newfield on LinkedIn [https://www.linkedin.com/in/marknewfield/] Journey Strategic Wealth [https://journeyswadvisor.com/]

11. syys 202522 min
jakson 37. From Door-to-Door Sales to the Front Seat at PodPony with Brodrick Lothringer kansikuva

37. From Door-to-Door Sales to the Front Seat at PodPony with Brodrick Lothringer

When the founder of your podcast studio becomes the guest, you know it’s going to be something special. In this season finale, we sit down with Brodrick Lothringer, who believed in this show when it was just a conversation starter, and who quietly built something extraordinary. From selling toys door-to-door as a kid to navigating the loss of his home while launching a business, Brodrick's story is one of trust, process, and faith. He didn’t just build a company. He built a place where creatives are seen, clients are heard, and storytelling becomes sacred. If you’ve ever wondered how to stay steady in chaos, or how to build something that’s deeply good (not just successful), this one will sit with you long after the credits roll. Connect with us! Brodrick Lothringer on LinkedIn [https://www.linkedin.com/in/brodrick-l/] PodPony [https://www.podpony.com/] Jess Bost on LinkedIn [https://www.linkedin.com/in/ladybost/] Lake Avenue Financial [https://www.lakeave.com/] Mark Newfield on LinkedIn [https://www.linkedin.com/in/marknewfield/] Journey Strategic Wealth [https://journeyswadvisor.com/]

14. elo 202554 min
jakson 36. From Orange Juice Ads to RIA Chief Marketing Officer with Mary Kate Gulick kansikuva

36. From Orange Juice Ads to RIA Chief Marketing Officer with Mary Kate Gulick

Our guest for this episode has a marketing career that started with ads about cheese and orange juice… She’s Mary Kate Gulick, and her journey from journalism student to fractional CMO is anything but predictable. She fell in love with financial services by leading marketing at TD Ameritrade Institutional, which led her to start her own firm. Ever since, she’s believed strategy is a non-negotiable in every growing financial business, and empathy is the cornerstone of her leadership. Mary Kate’s story is also a reminder that growth comes from knowing what matters and finding the right people to help with it, instead of trying to do it all yourself. Connect with us! Mary Kate Gulick on LinkedIn [https://www.linkedin.com/in/marykategulick/] Jess Bost on LinkedIn [https://www.linkedin.com/in/ladybost/] Lake Avenue Financial [https://www.lakeave.com/] Mark Newfield on LinkedIn [https://www.linkedin.com/in/marknewfield/] Journey Strategic Wealth [https://journeyswadvisor.com/]

31. heinä 202541 min
jakson 35. From Paraplanner to Powerhouse with Courtney Ranstrom kansikuva

35. From Paraplanner to Powerhouse with Courtney Ranstrom

This one is for every woman who has ever been told it wasn’t her moment yet. Jess and Mark have an honest conversation with Courtney Ranstrom, co-founder of Trailhead Planners, and all we can say is: what a story! She overcame the feeling of being “just a paraplanner” at her dad’s firm and built her path to having a business and a voice of her own, a luxury in the financial field today. She hates promoting herself, but she’s definitely not playing small. The woman who would sit by the phone waiting for an opportunity call is now a leader who speaks out for other women in an industry that wasn’t exactly built with them in mind. Connect with us! Courtney Ranstrom on LinkedIn [https://www.linkedin.com/in/courtneyranstrom/] Trailhead Planners [https://www.trailheadplanners.com/about] Jess Bost on LinkedIn [https://www.linkedin.com/in/ladybost/] Lake Avenue Financial [https://www.lakeave.com/] Mark Newfield on LinkedIn [https://www.linkedin.com/in/marknewfield/] Journey Strategic Wealth [https://journeyswadvisor.com/]

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jakson 34. From Climate Change to Culture Change with Elena Krasnow kansikuva

34. From Climate Change to Culture Change with Elena Krasnow

What do Greenpeace, tarot cards, and financial PR have in common? Elena Krasnow, our guest on this episode of How Did We Get Here? She had it figured out: a college degree in environmental studies, a life-changing trip to Madagascar, and a job at Greenpeace. Fighting climate change and working with communities was the plan! But COVID happened, and all her expectations were laid off alongside her, figuratively and literally.  No job, empty streets, protests on hold. What now? Somehow, Elena found herself planning press releases and shaping marketing strategies in the financial industry. No PR experience, no marketing background, and yet, she nailed it. Join us to hear about Elena’s journey. Connect with us! Elena Krasnow on LinkedIn [https://www.linkedin.com/in/elena-krasnow/] StreetCred PR [https://streetcredpr.com/] Jess Bost on LinkedIn [https://www.linkedin.com/in/ladybost/] Lake Avenue Financial [https://www.lakeave.com/] Mark Newfield on LinkedIn [https://www.linkedin.com/in/marknewfield/] Journey Strategic Wealth [https://journeyswadvisor.com/]

3. heinä 202524 min