Dan and Rick do a great job of giving practical ways to use triangulate customer data with rich customer insight. This gives the listener some actionable ideas to drive growth and maximize customer satisfaction.

I’ve always been impressed with the mind of Dan Marks, and this podcast has lots of analytical smart financial information at the ready. If you are marketing in the finance / banking world, you need to be connected and listening to some of the brightest minds in the field.

I’ve raised capital for major investment funds. I’ve spent twenty years attending a dozen conferences a year and heard every type of authoritative speaker there is. I found this easy to listen to and rich with usable ideas for those presenting a public face in the money space.

I’m loving the engaging discussions and lessons. It’s great hearing how they demystify what strategies and tactics really help financial companies win.

You’re sure to learn something in every episode whether you’re growing a financial firm or another sector!