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Marketing and Sales Articles for Financial Brands / Strategy

Boring But Beneficial: Digital Risk Management for Financial Brands

"Once you start uncovering and going a little bit deeper, that's when you're going to find the risks that pose challenges to you hitting your objectives.” -Amanda Cohen

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3 Questions You Must Ask About Digital Growth at a Financial Brand

"Remember, digital marketing is simply tactics.” -James Robert Lay

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Bad Habits: The Best Way to Ruin Your Strategic Planning

"If you don’t talk about what you mean by change, then you’re never going to get a shared understanding of change.” -Todd Feldman

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The Power of Personal Branding in the Financial World

"What people have learned to value is that the individual person is more important than the overall brand.” -Donnie Boivin

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It's Time for Financial Brands to Stop Living in the Past

“There’s definition more of an upside potential than a downside drawback to getting comfortable with where things are headed.” -Eric Cook Is your financial brand stuck in the past? If so, there’s probably too much fear and not enough empathy to go around in your organization. Digital …

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Innovation and an Open Mind Is the Key to Success For Financial Brands

“If you're not innovating, you're doing the opposite of innovating, which means you have just a period of time before your company or your idea ceases to exist.” -Matt Maxey You don’t have to be a genius inventor to be innovative and take your brand to the next level. It’s all about s …

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Loving Your People: Your New, Surefire Business Strategy

“... It's about the humans that are at the workplace, they're at the center of your business. And making sure that all of your business strategy and everything you do you take that into consideration from a people-first approach. And that's like the simplest way to defining love as a …

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Investing in Your Personal Brand

“If you want it to be professional, if you want it to sound good, if you want it to be something that has maximum value, because people aren't distracted by you stumbling over your own words, then you're going to have to invest in yourself. You're going to have to take time, and you'r …

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Building Culture, Relationships, and Content: The Keys to Exponential Growth

“Build a media property that is not based on your expertise, but it is based on the expertise of your most profitable customer.” -James Carbary If there was any doubt that we are moving into a digital world before the COVID-19 pandemic, that’s only been further cemented by the past ye …

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Taking Management Company Wide: Redefining the Culture of Leadership

“Everybody has to feel like they have a safe place to work, and that they have a voice at work.” - Rich Jones Credit unions and banks have been experiencing growing pains for the last decade or so. It’s time for them to make their products and services more available in an increasingl …

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