FINANCIAL MARKETING INSIGHTS

Finding the Financial Forest in the Trees
Sometimes when you’re working in the business instead of on the business, you lose sight of the big picture. You become so embedded in the details, the view is myopic. You’re dealing with trees when you should be managing the forest.

Break the ice: 4 ways to better cold calls
Whether you’re growing customers, pitching a reporter or recruiting board members, you have to make some asks. It can be uncomfortable. But to advance your objectives, you’ve gotta brave the cold.
Here are 4 ways to make those efforts less frosty and more productive.

Sweet 16: a (brand) new year is here
Though this week heralds the arrival of a brand new year, we’ll be making resolutions for next year before we know it.

Environmental Branding for Total Brand Immersion
Creating a powerful brand experience goes far beyond having a sign outside and welcome mat at the front door. It's about expressing the brand's personality and promise everywhere. Read on for ways your environment can get your brand off the B list.

Quit telling people you have clean restrooms
Too many institutions tout fast, local loan decisions and personal service like they're the only ones who have it. Guess what: that's as effective as a sign saying "clean restrooms."