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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.

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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.

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