Erin Taylor has transformed marketing at Sowell Management by building one of the firm's most successful advisor engagement initiatives: the MasterClass series. As Senior Vice President of Marketing and Communications, she recognized that advisors respond best to education, practical value and authentic partnership – not traditional promotion. Guided by that philosophy, she developed a scalable advisor education platform that delivers timely insights on the issues shaping independent advisory firms. Beginning with a Marketing MasterClass in 2025 and expanding to a highly successful Succession Planning MasterClass in 2026, Taylor has positioned Sowell as a trusted resource for advisors navigating growth, succession, and independence. She also introduced the firm's first GeoFencing strategy to connect conference attendees with educational programming, extending advisor engagement beyond traditional events.