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Financial Marketing Insights

Resources for financial marketers, independent wealth managers, and CMOs.

Marketing In A Polarized World

We live in a polarized world with a wide variety of political and cultural issues shaping the issue....
Logan Burgess Apr 9, 2018 12:39:20 PM

The Inbound Marketing Methodology

On a recent podcast, we spent 15 minutes discussing inbound marketing at a high-level, how firms are...
Logan Burgess Mar 25, 2018 7:12:12 PM

Measuring Marketing ROI Can Be Like Cooking A Great Dish

Measuring and tracking growth can be like watching water boil.  I find that it can feel like an eter...
Craig Hall Mar 15, 2018 12:11:41 AM

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 we rented on Round Islan...
Craig Hall Feb 19, 2018 4:56:39 PM

What We Can Learn From Tesla's Innovation Mindset

I drove a Tesla (TSLA) Model X the other day and it exceeded my expectations in ways that I had neve...
Craig Hall Feb 13, 2018 1:17:57 PM

Is A Focus On AUM Ruining Your Marketing?

The average firm saw 9.2% annual growth between 2011 and 2015, with 75% coming from client referrals...
Craig Hall Feb 13, 2018 11:47:11 AM

An RIA Guide To Smart Communications

By leveraging Smart Communications, RIAs can not only enter the digital age but prosper in it. Smart...
Craig Hall Feb 13, 2018 10:49:17 AM

Three Things Every Firm Needs, Before Marketing

We get approached by many independent financial brands who are looking to leverage next-generation m...
Logan Burgess Feb 12, 2018 10:23:17 PM

The Basics of Google Search

On this 6-minute podcast we discuss how financial marketers can leverage keywords and Google search ...
Craig Hall Feb 12, 2018 9:55:36 PM

Financial Content Delivery Strategies

Join Craig Hall and Logan Burgess as they discuss content delivery strategies being used by top RIAs...
Craig Hall Feb 12, 2018 2:05:43 PM

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