Erica Gellerman

Co-founder

Erica Gellerman, CPA, is the co-founder of The Worth Project Consulting, a boutique content marketing firm that works with CPAs and financial advisors to differentiate themselves and build trust with the right messaging, copy, and content. After working as a CPA, she earned her MBA from Duke University and transitioned to a career in marketing with P&G.

Marketing

Do’s and don'ts of marketing financial planning

When it comes to promoting new services, firms want to start by being subtle.

By Erica Gellerman

April 10