Build in Public (E13)
A Bathtub and a Lifted Truck

by Christopher Norton | Jul 8, 2022 | Christopher, Martina, Podcasts

We discuss our newest eyes-on-brand campaign in celebration of Bull Bear’s 20th anniversary, Bull Bear...

A Mile High and
an Inch Apart

by Potomac | Jul 7, 2022 | Advisors, Chase, Christopher, Jeff, Jen, Kaitlyn, Martina

The experience of our first company retreat was a shared one, each with our own “firsts” and favorite moments. It seemed more fitting not to share it from a single perspective but collectively as a team. What follows is told in our own words, each of us contributing...

Build in Public (E12)
Zillenials at an RIA

by Potomac | May 13, 2022 | Martina, Podcasts

In their first in-person podcast, the Marketing Team discusses their experience being “Zillenials” at an RIA, and going all-in on...

SEO for Financial Advisors:
A Beginner’s Guide

by Potomac | Apr 14, 2022 | Advisors, Christopher, Martina

SEO for financial advisors: why should you care? If you’re planning to grow your business, your business will need exposure—consistently. However, obtaining the attention of prospective clients is an arduous endeavor. Every one of us is a consumer; whether we are...

April Fools’ Day
(2022)

by Christopher Norton | Apr 1, 2022 | Chase, Christopher, Dan, Jeff, Jen, Kaitlyn, Manish, Martina, Podcasts

In lieu of our usual April Fools’ Day silliness, we thought we would share some of our favorite unintended moments together as a...

Build in Public (E11)
Tone Deaf

by Christopher Norton | Mar 11, 2022 | Christopher, Martina, Podcasts

We decided to pivot on social media, putting a pause on the silly, ridiculous content that differentiates us from the rest of the...