Podcast
The Opportunity to Improve Financial Services Marketing
Financial brands love TV spots and white papers. But here’s the problem: neither of those show up where the real decisions get made.
In this episode of Brand Champions, Jeff Rosenblum and Jordan Berg expose the biggest blind spot in financial services marketing—the mid-funnel—and explain how to build content that actually drives consideration, trust, and conversion.
From B2B to B2C, banking to insurance, they break down:
Why the same three plays (ads, events, PDFs) are no longer enough
How to build a full-funnel strategy using real signals and life-stage data
What creators, custom audiences, and retargeting can unlock
How to sequence content that informs, inspires, and converts
Whether you work in finance or any high-consideration category, this is your playbook for smarter strategy and better results.
Explore More from Brand Champions
Winning in the Purchase Journey
In this special episode of Brand Champions, we've pulled together the greatest hits from Q1—no fluff, just valuable insights that help you win at every stage of the purchase journey.
WATCH
Marketing That Cuts Through the Spam
With the explosion of AI-generated spam, learn how brands and marketers can stand out in an era of endless noise.
WATCH
How Travel Brands Win
Learn how travel brands are winning with an 'always-on' content strategy that supports year-round consumer journeys.
WATCH
Podcast
Brand Champions
|
The Opportunity to Improve Financial Services Marketing
Financial brands love TV spots and white papers. But here’s the problem: neither of those show up where the real decisions get made.
In this episode of Brand Champions, Jeff Rosenblum and Jordan Berg expose the biggest blind spot in financial services marketing—the mid-funnel—and explain how to build content that actually drives consideration, trust, and conversion.
From B2B to B2C, banking to insurance, they break down:
Why the same three plays (ads, events, PDFs) are no longer enough
How to build a full-funnel strategy using real signals and life-stage data
What creators, custom audiences, and retargeting can unlock
How to sequence content that informs, inspires, and converts
Whether you work in finance or any high-consideration category, this is your playbook for smarter strategy and better results.
San Francisco, California
Inquiries: hello@questus.com
New business inquiries:
sales@questus.com
Press inquiries:
Copyright 2025 Questus, Inc. All rights reserved.
Privacy Policy | Cookie Policy
Copyright 2025 Questus, Inc. All rights reserved. | Privacy Policy | Cookie Policy