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Hi Marketing,

Following up on my note about Herman Dolce — wanted to share something that just happened.

His Q4 funding workshop helped 47 entrepreneurs secure $2.3M in business capital in just two sessions. The follow-up content on TikTok hit 890K views, with comments like "finally someone explains SBA loans without the jargon."

This is exactly the kind of educational approach that would resonate with Betterment's goal-oriented investors who want real financial growth strategies, not just basic budgeting tips.

Herman's planning his 2024 workshop series in January. Perfect timing to partner on content that shows how automated investing fits into a complete wealth-building strategy.

Can we chat this week about a co-branded educational series?

Best,
Mavi

P.S. His January workshop already has 800+ signups and growing daily.