Don’t Chase Arbitrary Lead Goals

Don’t Do That | Marketing Mistakes to Avoid

Marketing leaders, tell me if you’ve been here before: Your CEO sets an MQL lead goal of {insert absurd number here}, without giving you any context for how that number is expected to impact the business. In reality, it’s an exercise to keep your team and the sales team busy. This becomes even more apparent…

Read More

Tip #1: Don’t hire the wrong marketer

Don’t Do That | Marketing Mistakes to Avoid

Your marketing team – whether in house, outsourced, or some combination thereof – is arguably the single most important tool you have for driving growth at your firm. (I may be slightly biased, but I’m not wrong 😉). Which makes hiring your marketers a critical decision for the future of your business. The problem is…

Read More

Modern Marketing Strategies for Financial Services with Kelly Waltrich

Listen to the full episode here. With digital disruptions and shifting customer expectations defining the financial landscape, achieving sustainable growth demands a strategic approach that transcends traditional marketing tactics. For forward-thinking financial services firms, the challenge lies in creating a framework that seamlessly integrates marketing and growth strategies, prioritizing brand differentiation and customer-centric value creation.…

Read More

Bridging the Gap Podcast Ep 143: Reshaping Financial Advice Through Marketing, Differentiation, and Technology with Kelly Waltrich

Listen to the full episode here. This week on Bridging the Gap, Matt dives into the intricate world of marketing with Kelly Waltrich, former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, now CEO and Co-Founder at Intention.ly, Fintech and Martech Advisor, and Inaugural WealthManagement.com’s CMO of the Year. The conversation kicks off…

Read More