It’s award season in the Advertising and Design world and I was recently at a gala dedicated to recognizing the best creative work for the Financial Services industry. I’m happy to report that in …

If you’ve been on social media at all, at one point or another we’ve all been persuaded into making a purchase or watch a movie that our favorite Influencer talked about (whether you want …

The Market crash of 2008 seems like a distant memory to many in financial services companies, but it put a huge dent in the public’s trust of the industry. A mistrust that in a …

We’ve all just learned a real-time lesson that social media has the potential to impact the market in ways the financial services industry previously thought improbable. When I initially set out to write about social media …

Right after the market crash of 2008, billions of dollars held by investors had still not returned to the market and was parked in CDs or money market accounts, earning little or no interest. …

American Express has recently undergone a brand refresh, and needed to incorporate that style into their how-to tutorials for their YouTube channel. These videos are intended to be a replacement for long waits on …

Marketing financial services products like ETF funds, mutual funds, and annuities pose their own unique set of challenges - they don’t always solve a known problem for investors and often compete on very technical …

There is nothing that drives volatility in the market more than uncertainty. The unknowns that surround the Coronavirus, the potential of an oil war between OPEC and Russia and an overall feeling that the …