Acquires C-Suite Social Media, Appoints Tina Powell Partner, Chief Growth Officer Acquires C-Suite Social Media, Appoints Tina Powell Partner, Chief Growth Officer announced today that it has acquired C-Suite Social Media, an all-in-one digital marketing and social media agency supporting the financial services sector. Together, and C-Suite Social Media will bring a markedly enhanced experience to their current and prospective client bases. Terms of the deal are not disclosed.

By Joel Bruckenstein, CFP

The addition of C-Suite Social Media CEO Tina Powell’s significant industry expertise, high-performance mindset and visionary marketing approach to the leadership team will enable the combined firm to drive accelerated growth for some of the most sophisticated and innovative businesses across the financial services and financial technology industries.

“The synergy between our firms is electric,” said Kelly Waltrich, CEO and Co-Founder of “I couldn’t be more excited to join forces with Tina and C-Suite Social Media. Combining our teams furthers our ability to turn marketing into a key revenue driver for the firms we serve. It also opens new avenues for tremendous innovation and creativity, including influencer marketing opportunities, podcast and video production services, social media engagement and more.”

Powell will now become’s Chief Growth Officer and partner at the firm. She added: “I’ve known Kelly and Meghan [Richter,’s Co-Founder and President] for 10 years, and’s vision for transforming the role of marketing in the financial services space aligns perfectly with what we’ve been working toward at C-Suite since 2017. I’m thrilled about the opportunity to bring our combined talent, resources and marketing philosophy to more firms who are serious and excited about adopting a modern approach to growth.

“What started as an idea in Kelly’s kitchen has become a well-oiled growth machine that’s only gaining momentum,” Richter said. “And that’s the power of modern marketing. Firms are catching on to the fact that more than any other function of their business, marketing can drive growth that’s scalable, sustainable and efficient. 

Joel Bruckenstein
Joel Bruckenstein
Joel P. Bruckenstein, CFP®, is Publisher of the T3 Tech Hub (formerly the T3 newsletter) and the producer of the Technology Tools for Today (T3) Advisor Conference, the only annual technology conference for independent advisors, as well as the Technology Tools for Today (T3) Enterprise Conference. He also hosts other technology summits in partnership with thought leaders in the financial services industry (e.g., Brian Hamburger of MarketCounsel) and his own by-invitation-only fintech summit every summer. In 2020, Bruckenstein will produce for the first time a new one-day intensive called T3 Cyber University. Bruckenstein is an internationally acclaimed expert on applied technology as it relates to the financial service industry. He is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management, and Technology Tools for Today’s High Margin Practice. Bruckenstein’s monthly technology columns appeared in Financial Advisor magazine and Financial Planning magazine for many years. In addition, he works in tandem with industry influential Bob Veres, publisher of Inside Information, to produce an annual technology survey for the financial planning community. Bruckenstein accepted the fifth annual Leadership Award bestowed by Bob Veres' Insider's Forum, a conference that brings together the leading figures of the financial planning profession during a main stage presentation at the Insider's Forum held September 6-8, 2017 in Nashville, TN. Bruckenstein has for more than twenty years advised financial service firms of all sizes on improving their technologies, processes and workflows. For more information about Joel Bruckenstein and the services his firm offers, please visit

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