Mortgage and Financial Services Blog

The Difference Between Brand and Reputation

By: Scott Seroka Several years ago, I had an experience that I am ofter reminded of as I work with our clients on building their brands. There I was in the conference room of a San Diego mortgage company, helping the senior leaders understand our approach to building brands and explaining how we may be…


8 Reasons Why Marketing Strategies Fail

man with bag over his head

    By: John Seroka If you don’t think you had a successful marketing strategy this year, what makes you think it will be successful next year? What did you learn from your experience? Many companies throughout the mortgage industry annually create their marketing and public relations plans.  But there’s a problem…many fail to achieve…


5 Steps to a Better Marketing Plan

    By: Amy Hansen Recently we spoke with a few potential mortgage and fintech clients and when we asked them if they were currently working off of a planned marketing and communications strategy, their collective response was, “not really.” They had a sense of when they wanted to do a few activities, mostly centered…


6 Critical Components of a Successful Marketing Plan

    By: John Seroka Did you know that 39% of marketers don’t feel their plans are successful? This is according to HubSpot “State of Inbound 2018.” There can be many reasons for this lack of success, ranging from poor plan development skill to internal capacity to execute. The cost of poor planning and/or execution…


Introducing… Marketing Automation Optimizer

    By: Pat Seroka Are you in the mortgage or fintech arena and do you own a sales or marketing automation platform? If so, are your taking the greatest advantage of that excellent marketing tool to capture all the new business it is designed to help you acquire? Or, are you like many companies,…


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