By: Pat Seroka You’re likely in the final stages of completing your marketing plan for next year. Now is a great time to take a 20,000-foot view and ensure it includes these 6 major components: RESEARCH: Make sure you refresh your research from prior years. Market conditions change, your prospecting universe may have…

    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…