Video

Thought Leadership

I helped create key thought leadership opportunities to elevate the founder of Woebot Health and establish her as an influential voice in the healthcare AI space. Notably, I produced a two-part video interview with renowned author Eric Topol, a leading expert in AI and medicine, to discuss large language models (LLMs) and their opportunities for healthcare. The videos immediately became our top performers and were widely shared.

Testimonials

Through a carefully designed outreach process that respected user privacy, Woebot Health showcased the profound human impact of its app through the powerful stories of real users. In collaboration with customer service and our data team, an email campaign was crafted to invite users to share their experiences. I conducted in-depth interviews with everyone who responded to evaluate each story's relatability and ensure a diverse range of voices and perspectives were represented.

Selected interviewees became the subjects for video productions, capturing the users' personal mental health journeys and the role Woebot's app played. These authentic and compelling video stories were strategically leveraged across multiple channels - featured prominently on the website, distributed organically on social media, promoted through targeted advertising, and integrated into sales enablement materials.

Hearing directly from users about Woebot's impact contributed to significant earned media recognition for the company. Notably, Maria (left), was featured in The New Yorker magazine's coverage on the rise of digital mental health solutions.

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Explainers


Podcasts

‎Meeting of the Minds: Dr. Sanjula Jain: Is Your Strategy REALLY Data-Driven? on

Too often, we accept data at face value without drilling down into the nuance. This leads to strategic decisions that may not be right for your population. Dr. Sanjula Jain is the Chief Research Officer at Trilliant Health and the author of Trends Shaping the Health Economy: Behavioral Health. She explains how to question the numbers to ensure that data — not anecdotes or headlines — drives your strategy.

‎The Brighthouse Financial Insights Panel: How Virtual Communication Can Provide Opportunities to Grow Your Client Base on

The percentage of investors willing to work remotely with a financial professional was about 50% in early 2020, but had reached over 60% by the same summer. Join our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting and marketing expert Maribeth Kuzmeski, Founder of Red Zone Marketing; and communications expert Erica Dhawan, author of “Digital Body Language: How to Build Trust & Connection, No Matter the Distance,” as they offer best practices for how financia

‎The Brighthouse Financial Insights Panel: Best of 2020: How to Find and Connect With Niche Clients on

This episode was previously published in May 2020.


According to one study, 71% of financial professionals bringing in $20 million or more in new assets per year have a niche that represents 25% or more of their revenue. Yet only 25% of financial professionals segment their clients and prospects by niche. Listen to our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting expert Maribeth Kuzmeski, Ph.D., founder of Red Zone Marketing; and behavioral finance expe

‎The Brighthouse Financial Insights Panel: Deepen Client Relationships by Focusing on Empathy and Situational Understanding on

Clients often turn to their financial professionals for advice on matters beyond their investments. By assisting clients through your experience and network connections, you can add greater value to the relationship and further your position as a partner to your clients. In this episode, podcast host and business coach Stephen Boswell, President of The Oechsli Institute; prospecting and marketing expert Maribeth Kuzmeski, Founder of Red Zone Marketing; and communications expert Erica Dhawan, aut

‎The Brighthouse Financial Insights Panel: Navigating Difficult Conversations With Clients on

Re-establishing trust with a client who has voiced a concern is an important step toward repairing and retaining the relationship. In this episode, podcast host and business coach Stephen Boswell, President of The Oechsli Institute; prospecting and marketing expert Maribeth Kuzmeski, Founder of Red Zone Marketing; and communications expert Erica Dhawan, author of “Digital Body Language: How to Build Trust & Connection, No Matter the Distance,” discuss ways that financial professionals can identi