Christina Esfehini

Articulating the value of AdvisorEngine’s end-to-end platform

My role is to develop simple stories that articulate the value of AdvisorEngine’s end-to-end platform which is transforming how advisors connect with their clients. I love to dig in deep to understand all the amazing features and benefits our technology offers, and then boil it down to explain what it does and why it matters, to others. I have a passion for working across a variety of teams to make sure we all feel good about the way our products are being communicated.

What brought me here

I  worked at Franklin Templeton for over 20 years and was keeping my eye on how the technology side of the business was growing as I loved being part of any energy centers that were emerging. I was lucky enough to meet Craig Ramsey, the COO at the time, who was looking to grow the AdvisorEngine marketing team. We clicked immediately and I knew that being a part of a smaller firm with a strong vision that could also help Franklin Templeton grow would be the perfect fit for me.

How I balance life

Balance? Ha! Being a working mom of 2 young boys, I don’t think there is balance -  rather the scales tip and change constantly. I think it’s more about presence when you are doing what you should and want to be doing at the moment. Outside of work I’m energized by being an active parent along with my husband, we both coach all our boys’ sports teams, are involved with the school and really try to enjoy California weather (and wine!) with our family and friends nearby.

My favorite quote

Practice for progress, not perfection. – Thanks Peloton

What I want to know most in life

How do people think running is actually fun?

Who inspires a sense of adventure in me

Everyone! Honestly, those I meet or see every day that brings something new to my eyes. I am a super curious person that really loves to learn from whatever someone wants to share with me - especially if it has to do with different cultures and traveling.