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FinMar Insights

Resources for financial marketers, independent wealth managers, and CMOs.
Craig Hall
5 Traits of Growth-Minded Wealth Management Firms

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

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%..

Logan Burgess
Three Things Every Firm Needs, Before Marketing

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

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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