05 Jun 2025
31min 57sec
Discover how digital transformation and automation can help your business do more with less with Anish Sharan of Pritzker Private Capital. In this insightful presentation, learn practical strategies to streamline processes, improve customer experience, and boost productivity. Key topics include: …...
05 Jun 2025
30min 49sec
Learn how Signal Financial Federal Credit Union revolutionized their marketing approach by leveraging data to create targeted, engaging content. Kate Purdy, VP of Marketing, shares insights on building audience personas, optimizing digital channels, and driving meaningful engagement. Discover strategies to: …...
10 Apr 2025
26min 06sec
In this informative 2024 presentation, Jason Lindsay, Head of Marketing at Brookstone Capital Management, discusses how they significantly reduced their Facebook ad costs by 285% while boosting registrations for their Retirement Wealth Academy. The key highlights include running 150 campaigns …...
10 Apr 2025
15min 53sec
In this powerful presentation from the Digital Marketing & Financial Services Summit, marketing expert Lisa Zakrzewski reveals game-changing strategies for creating meaningful customer connections. Hear expert insights on the power of understanding your ideal customer, why personalization is more than …...
10 Apr 2025
30min 03sec
Greg Stumm, CEO of Resolute Investment Managers, and Rick Lake, a lecturer at Boston University, presented a discussion at the 2024 DMFS Midwest Summit. They emphasized that integrating AI into marketing operations is crucial for optimizing sales efficiency. Resolute Investment …...
10 Apr 2025
33min 25sec
David Pulcini of SixPoint Financial Partners presented this session at last year’s DMFS Midwest Summit. David highlighted a growth strategy for financial advisors, emphasizing the importance of the CFP exam and the need for new talent in an aging industry. …...
10 Apr 2025
30min 32sec
Matt Roche, CEO of Extole, spoke at the 2024 Digital Marketing for Financial Services Midwest about the significance of customer-led growth. He stressed that using existing customers can effectively drive marketing success, especially given the rising costs of digital acquisition. …...
10 Apr 2025
In the competitive world of financial services marketing, generating high-quality leads can feel like finding a needle in a haystack. As the Head of Marketing at Brookstone Capital Management, Jason has learned that success on Meta platforms isn’t about luck—it’s …...
10 Apr 2025
In today’s hyper-connected marketplace, customers are tired of being sold to. They’re seeking solutions, not sales pitches. Here’s how to transform your marketing from a transactional approach to a truly customer-centric strategy. 1. Develop Your Customer’s “Origin Story” Traditional …...
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