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.