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Dec 7, 2017

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 firms should be investing more than they do in marketing if they want to...

Nov 30, 2017

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 channels.  When the market corrects and we all know its coming, will...

Aug 2, 2017

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”, and where technologies sit on the technology adoption life cycle.

May 30, 2017

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.

May 15, 2017

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.