In order to explore this strategy building process more fully, we reached out to financial services marketing expert and Founding Institute member, Dan Sondhelm of Sondhelm Partners.

In order to better understand the issues and potential strategy behind sales and marketing integration, we reached out to financial services marketing expert and founding Institute member, Dan ...

Sondhelm: There is so much a firm can gain with an integrated marketing and sales strategy, including a more efficient allocation of resources, greater alignment of goals and efforts to achieve ...

Using data to optimize marketing and sales strategies. CPAs who want to drive greater profitability and growth must understand customer acquisition costs and customer lifetime value. By Fidel Dhana, ...

Sales and marketing promotions strategies focus must focus heavily on what the competition is doing, and how it goes about promoting its own products. Strategists have to ask if what the ...

Together, these mechanisms provide marketing and sales leaders better visibility into the entire lead-to-customer conversion process and will move the needle for the 79% of content marketers who ...

In today’s dynamic business environment, decision-making in sales and marketing is shifting from reflective to reflexive, ...

The Gist. Siloed struggles. Sales and marketing operating in silos hinders their ability to fully execute their jobs, resulting in tension and misalignment. Collaboration crucial. Aligning sales ...

The market and sales sectors undergo transformation due to artificial intelligence (AI) together with machine learning (ML) and generative AI (GEN AI) which advance marketing approaches from old ...

[Financial firms are in the midst of planning their 2024 marketing and sales strategies and are grappling with an increasing amount of new marketing technologies, engagement approaches and ...