He who makes all the money in financial services, gets no marketing support. Wait…what?

If you boil the financial services business down into the core “revenue” businesses, the big categories are: Retail Banking Credit Card Mortgage Small Business Wealth Management Mid-Market, Corporate & Institutional Where doest thou marketing spend lie? Where doest thou earnings coming from? Doest thou seest a problem? In financial services the tail kinda wags the […]

Is middle market a real thing?

Growing up a deal guy, I’ve often been astounded at the brave new levels of “finance geek” we can speak to each other. I’ve managed a ton of relationships in the middle market, smaller business and large corporate space and the one thing I have found is that rarely do the actual companies identify with […]