Have you audited your 2019 financial marketing plan? As we roll into the final month of the first quarter, I’m sure your 2019 financial marketing plan is off to a good start. However, if like most financial firms you are knee deep Read More
Understanding the roles in the financial marketing sales funnel Because it’s called the sales funnel, it’s often forgotten that marketing and lead generation also plays a role in it. Of course, both are an essential part of the sales funnel, though the Read More
The five essentials of a financial marketing program Developing a financial marketing program as you go along usually doesn’t yield the best results. Your sales and marketing program is an investment in the future of your firm. For this reason, you need Read More