Like it or not, the financial planning industry is a commodity: All firms share the same stock market, the same insurance carriers, and basic services. It doesn’t get easier when it comes to the needs of clients because they want the same thing too: protection and growth. It’s hard to [...]
Picking the right marketing software isn’t easy: It takes time to vet, takes time to set up, and it takes time to figure out how it works with other software. Each piece of software you own requires knowledge, and time to execute...and as you add MORE software the web becomes [...]
Marketing technology, or “martech”, is software used to optimize and improve digital marketing efforts. It is now ubiquitous across nearly every industry, and it has changed the way advertising is executed and measured. Yet many businesses report that their martech is not working for them. Why? Dazzling presentations of new software that promises to streamline a [...]
