What do financial decision makers pay attention to?

Every few years we work with a research firm we love to ask financial decision makers what types of messages connect with them and where they find those messages. Upon asking more than 1400 financial decision makers in our 2015 research to rank the most favored ways to really connect with them. The envelope please…. […]

Strategies to compete against cash

CLICK HERE TO LEARN MORE ABOUT INDUSTRY VERTICAL BEST PRACTICES In a recent messaging blueprint session with a new client, we had a long discussion about their competition in the marketplace. The client spent the significant majority of the time talking about “Somebody” Bank or “Soandso” capital.  But little mention of their largest competitor by […]