May 3, 2019

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 who believe what you believe. 

Feb 19, 2019

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 in a responsible way to promote and grow your business.   In this episode,...

Apr 25, 2018

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 points, trends, and measurements available to marketers in the digital age....

Apr 17, 2018

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...

Apr 3, 2018

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