In this episode, we discuss the role of mission, vision and values. We also discuss some strategies that you can use to develop your unique value proposition that is centered around who you are, what you believe in order to connect with others

Social Media Marketing with Amber Sullivan

Feb 19th, 2019 21m 55s

The explosion of social media has left a lot of individuals and firms scratching their heads trying to figure out how to make it work for them. Listen in as Craig Hall and Amber Sullivan share important insights on how to look at social media

Key Performance Indicators & Pipeline Growth

Apr 25th, 2018 16m 47s

On this week’s Marketing Wiz podcast, we discuss how lead value, KPIs, marketing activity, and metrics should work in tandem to support your firm's growth. This is an important topic, as it's easy to get overwhelmed by the sheer number of data

Tax Education & Financial Marketing

Apr 17th, 2018 15m 53s

Tax day. What does it mean for your firm's marketing? On this episode, we share some of the experiences we've had working with financial firms who have used tax-related messaging to engage clients and prospects.

Marketing in a Polarized World

Apr 3rd, 2018 17m 12s

Craig Hall and Logan Burgess discuss how marketers can provide impactful messaging to a diverse and polarized prospect field.

The Inbound Marketing Methodology

Mar 19th, 2018 17m 28s

Craig Hall and Logan Burgess sit down for a 15-minute discussion on how financial firms are leveraging the inbound methodology as part of their firm's marketing activities.

Experimentation Drives Marketing Success

Dec 7th, 2017 8m 4s

Do you embrace the experimentation mindset or does it scare you to death? Today we are talking about the importance of the experimentation mindset and how it can help to expand your marketing and ultimately grow your firm. The reality is most

Wealth Management Advertising Needs a Boost

Nov 30th, 2017 11m 14s

In this episode we talk about some old school advertising topics like top of mind awareness and frequency and how your firm could be missing massive opportunities by failing to effectively stay in front of prospects using modern day advertising

Financial Marketing Essentials: Content Delivery Strategies

Aug 2nd, 2017 25m 32s

Join Craig Hall and Logan Burgess as they discuss content delivery strategies being used by top RIA and IBD firms to engage the next generation of investment clients. Dive deep into the opportunities which exist, “the number before the number”,

Financial Marketing Essentials: Curation Vs. Creation

May 30th, 2017 23m 43s

In this episode, we discuss the difference between content creation and curation. Most importantly - how can financial firms leverage curation to optimize their content marketing strategy.

Expanding the Reach of Your Firm Using Search

May 15th, 2017 6m 21s

In this episode, we introduce the role a strategy that independent wealth management firms can leverage to get started with keyword advertising on Google Adwords.

The Basics of Search - Yext and Google Adwords for Firms

May 12th, 2017 7m 18s

In this episode, we talk about how to use Yext to get your firm started with basic Search Marketing.

Can RIAs Compete on Search Marketing?

May 10th, 2017 4m 59s

This episode on FinMar Today addresses the topic of Keyword Search for RIAs. By looking at a strategy that focuses on localization and personalization, I believe independent wealth management brands can compete.

The Dangers of the First Click vs Last Click Attribution Mindset

Mar 26th, 2017 4m 28s

This episode of FinMar Today addresses the topic of first click vs last click attribution to our marketing dollars. In this episode, I talk about the danger of trying to attribute every individual marketing activity to associated new assets.

The Launch of the FinMar Today Vlog

Mar 21st, 2017 3m 52s

This video introduces the FinMar Today Vlog. Send me a note on topics that you would like to see me cover. Here is the TechCruch Link that I reference in this piece: http://ow.ly/JDnn309MOWA

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