This Month: The ROI gap, awards closing in a snap, and a surprising use case for ‘90s rap.

Did You See This?

Our biggest news of the month:

We’re still processing this one: President and Co-Founder Meghan Richter joined?Darren Schuringa?and the?ASYMmetric ETFs?team to ring the opening bell at the NYSE in honor of ASYMmetric’s two new ETFs, MORE and ZSPY!

From the Marketing Universe...

Your monthly dose of knowledge we’re nerding out about:

Linkedin recently released its 2023 B2B Technology Buyer and Marketer Survey, which included a ton of data about what tech buyers are looking for, their most acute challenges, and the top five takeaways for building a tech brand that shines.

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The six topics CMOs care about most in 2023: PwC surfaces budget scarcities, tech priorities, building relatable brands, driving pricing strategy and more. Our favorite takeaway? “It’s time for CMOs to reaffirm their strategic roles as business partners in the C-suite.”

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If You Know You Know …

And trust us, you should know.

• Kelly Waltrich joined RFG Advisory’s Shannon Spotswood?on the?Disruption BluePrint podcast?to talk relatability, brand building, why it’s okay for advisors to take risks in their marketing, and how a 90s rap concert helped transform a popular fintech brand.
• Data and stories are two of our favorite things, and this?on-demand webinar’s got ‘em both.?Brian Portnoy of Shaping Wealth uses his signature storytelling ability to decode YCharts data?about recent market trends through a lens of psychology and befi.
• “How do I measure the value of marketing?”?We hear this question what feels like several times a day – so in our?most recent blog,?we broke down the marketing ROI dilemma and how to analyze what’s?really?going on if you’re missing revenue targets.
• The season’s upon us?– award season, that is.?Submission deadlines coming up fast:?Finovate?(submission price increase 4/3),?Invest in Others?(4/5),?Wealthies?(4/13),?ThinkAdvisor LUMINARIES?(4/18). Need help spinning your story into gold? We got you -?drop us a note!

Let's Hear It For ...

A round of applause for these movers, shakers and change-makers.

• GeoWealth kicked off 2023 with not one but?two new valuable, insight-packed series:?From the Desk of the COO?stars?Jack Hannah?and features insights for anyone working in, or supporting, middle and back offices.?GeoWealth’s Consultant Series?interviews coaches and organizations helping advisors improve practice management.
• Integrated Partners?recently announced the acquisition of $2.25B RIA Laurel Wealth Advisors, bringing their total AUA to approximately 16B. Congratulations to Paul Saganey, Rob Sandrew and the rest of the Integrated and Laurel Wealth teams!
• Debra Brennan Tagg and the team at BFS Advisory Group explore what it means to be entering a “brave new world” – post pandemic, but fundamentally changed – in their?Q4 Market Report, available here.

We're Here For It …

Catch us at these upcoming events (or see where we’ve been sending some of our time).

• If you haven’t registered?for T3 yet, time is (almost!) up! The premier fintech conference is happening March 13-16 in Tampa, Florida.?Click here to secure your spot.
• RFG Advisory called in the big guns, Intention.ly’s Kelly Waltrich and Limitless’s Steph Bogan, to motivate, inspire and arm the independent Advisors at their annual retreat with actionable practice management, marketing and growth insights.
• Operational excellence, anyone? The upcoming?Beacon Strategies roundtable, held in Orlando March 29-31, dives into digitization, automation, and balancing technology with personalized service – all on a budget.

Put It To Work …

We’ve done the work so you can see the return.

Knowing your audience –?really?knowing your audience – is the foundation of effective marketing. And while doing so effectively requires ongoing research, deep dive conversations and qualitative analysis, you can get started right here with our buyer persona map:

Get to Work

View our full library of free marketing templates and toolkits.

Attention Please …

Looking for a new gig??Know someone who is? Check out our?financial services job network?for a list of awesome companies hiring right now, including:

• Head of Marketing?-?D1G1t?(direct resumes to [email protected])