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Financial Marketing Insights

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

Social Media Marketing with Amber Sullivan

The explosion of social media has left a lot of individuals and firms scratching their heads trying ...
Craig Hall Feb 21, 2019 1:53:34 PM

KPIs and Pipeline Growth

On this week’s Marketing Wiz podcast, we discuss how lead value, KPIs, marketing activities, and met...
Craig Hall May 11, 2018 10:00:00 AM

Tax Day: Campaign Ideas

Tax day. What does it mean for your firm's marketing? On this episode, we share some of the experien...
Logan Burgess Apr 23, 2018 8:30:00 AM

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

Experimentation = Success?

Do you embrace the experimentation mindset or does it scare you to death? Today we are talking about...
Craig Hall Feb 12, 2018 12:38:16 PM

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