These strategies for marketing, client acquisition and retention can help financial professionals elevate their business and ...

Finance is marketing’s sibling, not its enemy. Finance and marketing share three fundamental beliefs: that value is the foundational concept of business; that the short term and long term both matter; ...

When advisors fail to follow up on a PR or marketing activity, then it very well may end up becoming a waste of money. To ...

The Marketing-Finance relationship has often been described as an adversarial tug-of-war: Marketing is on one side spending the company's money, and Finance is on the other, trying to save it.

The finance and marketing teams worked together to define a shared method for calculating ROI. 2. Test and learn. The teams then developed a structured testing framework to assess the impact of ...

After earning a bachelor’s degree in mathematics and economics then working in research at the Federal Reserve Bank in New York, Isabel Krogh recently enrolled in the University of Chicago’s MS in ...

Connecting with clients and prospects with podcasts, video and more. Digital marketing for advisors is no longer about just having a website or LinkedIn profile, said Daniel E. Milks, co-founder ...

The finance function across companies looks very different. Where you would expect a lot more interaction between finance and marketing is where you have roles such as Financial Planning and Analysis ...

Enterprise B2B marketers are now emphasizing revenue-focused KPIs over vanity metrics such as clickthrough rates and lead ...

SME lending is back in the headlines. In the first quarter of 2025, UK high-street banks issued billions in new loans, ...

Marketing leaders shared how their brands are leveraging AI to enhance consumer connections during BI's CMO Insider breakfast ...