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For Certified Public Accountants who want to expand their financial services portfolios to include wealth management, 1st Global provides the tools and resources needed to make it happen. Prospect Intelligence and Audience Development for Financial Adv …

July 31, 2015 2 min read
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When a company is people-focused, significant progress can be made. At WE, our focus on our customers, our teams and our partners has led to reaching new milestones and product innovation. To name a few highlights… Launched WE Prospect (Self-service …

July 28, 2015 2 min read
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Every year consumers lament that they don’t even get through Halloween before they start getting inundated with holiday marketing pitches. This is compounded with the complaints companies are starting to receive around their remarketing. If a consumer …

July 27, 2015 2 min read
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Data-driven marketers need more and better data, but the landscape continues to evolve quickly. Third-party data providers change fast and Big Data is growing exponentially. Consider a few facts:          …

June 30, 2015 2 min read
mike lees

As marketing becomes more data-driven, companies want to make sure they are capturing and synthesizing the metrics they need to understand their customers and behavior more effectively. For those that aren’t sure where to start, I recommend starting wi …

June 29, 2015 2 min read
mike lees

Marketing is critical to the success of a company, right? You would think that this was a commonly held belief but the true test is if the CEO sees marketing as a high priority. Forbes talks about this in their coverage of the CMO Impact Study I tweete …

June 8, 2015 2 min read
mike lees

Being a CMO means traveling. A lot. Being a 2-continent dad, also means traveling.  A lot. (It also means I write and tweet less!!). Last week was one of those weeks….starting in the UK and then taking me on to the JCK Conference in Las Vegas on Wednes …

June 1, 2015 < 1 min read
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Wealth in the U.S. is growing. HNWI consumers have more cash post-recession and are ready to make investments. Whether in fashion, jewelry, auto, real estate – it’s not about the statement, but all about the sentiment. It’s about how that brand or prod …

May 21, 2015 2 min read
mike lees

It was quite a busy week on Twitter last week. Predictive analytics and data insights are always on my mind and after returning from the Gartner Digital Marketing conference the week before, I’ve got data-driven marketing on the brain more than ever. L …

May 18, 2015 < 1 min read
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There comes a point in time when every business decides to expand outside of its current geographic boundaries. Local banks becoming regional banks. A retailer opening new boutiques. A real estate agent targeting buyers and sellers in new neighborhoods …

April 21, 2015 2 min read
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There’s a lot of hype around data driven marketing – and there’s certainly a lot of companies that claim they have the services you need to drive a data driven marketing strategy. But what does that really mean? We know it’s about using unique data to …

April 16, 2015 2 min read

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