Jeremy Jackson
Jeremy serves as chief marketing officer, overseeing F2 Strategy’s marketing and communication initiatives. He sets the overall marketing strategy and leads a team of marketing professionals driving innovation and growth for our clients. With approximately 20 years of experience developing and implementing marketing plans for major financial services firms, Jeremy is an industry leader in innovative growth strategies for client acquisition, client retention, and advisor recruiting.
Jeremy has spoken at dozens of industry events, has been featured in numerous industry publications, has published best-selling marketing books, is a member of the invitation-only Forbes Agency Council and held his Series 7 and 66 licenses. He founded and led SKY Marketing Consultants, a wealth management marketing consultancy, for 10 years before SKY joined forces with F2 Strategy in early 2024.
Jeremy splits his time between Webster Groves, MO and Boulder, CO, and loves mountain-biking, snowboarding, fly-fishing, scrambling and kayaking. While he enjoys all things mountain, he loves nothing more than the simple moments at home and around town with his wife, Anne, and daughter, Tess.
- SKY Marketing Consultants
- A.G. Edwards
- Wells Fargo Advisors
- Edward Jones
What are three words that describe how you do your job?
“Disciplined,” “Innovative”, and “Purposeful.” Disciplined because marketing is about more than just creative ad campaigns and clever videos – it’s about achieving our most aspirational goals which requires thoughtful execution and focus. Innovative because, well, that’s the only kind of marketing worth doing. Purposeful because it’s important to never lose sight of the WHY behind our actions.
Predict the future – what will innovations in tech and marketing do for professional service providers five years from now?
Elevate the conversation from “I’m informing you about products and services” to “I’m helping you achieve your life’s most important goals.” Tech and marketing used to be focused on helping people transact business – now they’re about facilitating purpose-driven relationships.
What has changed the most since you started out in the industry?
Financial services used to be centered around sales. Now it’s centered on meaningful relationships. I’ve been happy to see financial services professionals move beyond “the sales funnel” approach to something more integrated and client-centric.
Jeremy Jackson
Jeremy serves as chief marketing officer, overseeing F2 Strategy’s marketing and communication initiatives. He sets the overall marketing strategy and leads a team of marketing professionals driving innovation and growth for our clients. With approximately 20 years of experience developing and implementing marketing plans for major financial services firms, Jeremy is an industry leader in innovative growth strategies for client acquisition, client retention, and advisor recruiting.
Jeremy has spoken at dozens of industry events, has been featured in numerous industry publications, has published best-selling marketing books, is a member of the invitation-only Forbes Agency Council and held his Series 7 and 66 licenses. He founded and led SKY Marketing Consultants, a wealth management marketing consultancy, for 10 years before SKY joined forces with F2 Strategy in early 2024.
Jeremy splits his time between Webster Groves, MO and Boulder, CO, and loves mountain-biking, snowboarding, fly-fishing, scrambling and kayaking. While he enjoys all things mountain, he loves nothing more than the simple moments at home and around town with his wife, Anne, and daughter, Tess.
- SKY Marketing Consultants
- A.G. Edwards
- Wells Fargo Advisors
- Edward Jones
What are three words that describe how you do your job?
“Disciplined,” “Innovative”, and “Purposeful.” Disciplined because marketing is about more than just creative ad campaigns and clever videos – it’s about achieving our most aspirational goals which requires thoughtful execution and focus. Innovative because, well, that’s the only kind of marketing worth doing. Purposeful because it’s important to never lose sight of the WHY behind our actions.
Predict the future – what will innovations in tech and marketing do for professional service providers five years from now?
Elevate the conversation from “I’m informing you about products and services” to “I’m helping you achieve your life’s most important goals.” Tech and marketing used to be focused on helping people transact business – now they’re about facilitating purpose-driven relationships.
What has changed the most since you started out in the industry?
Financial services used to be centered around sales. Now it’s centered on meaningful relationships. I’ve been happy to see financial services professionals move beyond “the sales funnel” approach to something more integrated and client-centric.
