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FinMar Insights

Resources for financial marketers, independent wealth managers, and CMOs.
Craig Hall
KPIs and Pipeline Growth

On this week’s Marketing Wiz podcast, we discuss how lead value, KPIs,..

Logan Burgess
Tax Day: Campaign Ideas

Tax day. What does it mean for your firm's marketing? On this episode, we..

Craig Hall
5 Traits of Growth-Minded Wealth Management Firms

Early in my marketing career I read “Total Integrated Marketing”, a book..

Logan Burgess
Marketing In A Polarized World

We live in a polarized world with a wide variety of political and cultural..

Logan Burgess
The Inbound Marketing Methodology

On a recent podcast, we spent 15 minutes discussing inbound marketing at a..

Craig Hall
Measuring Marketing ROI Can Be Like Cooking A Great Dish

Measuring and tracking growth can be like watching water boil.  I find that..

Craig Hall
Do you have a love affair with your firm?

Last month, my family and I spent a week in the Thousand Islands in a house..

Craig Hall
What We Can Learn From Tesla's Innovation Mindset

I drove a Tesla (TSLA) Model X the other day and it exceeded my expectations..

Craig Hall
Is A Focus On AUM Ruining Your Marketing?

The average firm saw 9.2% annual growth between 2011 and 2015, with 75%..

Craig Hall
An RIA Guide To Smart Communications

By leveraging Smart Communications, RIAs can not only enter the digital age..

Logan Burgess
Three Things Every Firm Needs, Before Marketing

We get approached by many independent financial brands who are looking to..

Craig Hall
The Basics of Google Search

On this 6-minute podcast we discuss how financial marketers can leverage..

Craig Hall
Financial Content Delivery Strategies

Join Craig Hall and Logan Burgess as they discuss content delivery..

Craig Hall
Experimentation = Success?

Do you embrace the experimentation mindset or does it scare you to death?..

Craig Hall
The State of Independent Financial Marketing

This white paper was developed by the Marketing Wiz team and is geared..

Logan Burgess
Language and Savings: Takeaways for Marketers

I was driving to my grandfather-in-law’s 91st birthday this weekend when a..

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