Choosing the right agency to support your company can feel time-consuming and painfully uncertain, unless you have a guide. In this ebook, you’ll learn from two veterans* of the agency world exactly what to look for and what to avoid.
And it’s our gift to you—whether you decide to work with us or not.
— Rory Holland, Founder / CEO of CSTMR
— Jack Macy, Founder / COO of CSTMR
With more than 40 years of joint experience in marketing, sales, design, and operations, CSTMR’s founders, Rory Holland and Jack Macy, have captured their wisdom and insight on the complexities of client-agency relationships. The Buyer’s Guide for Hiring a Financial Marketing Agency arms you with everything you need to pursue an agency partnership with confidence and vision.
Including why industry expertise matters and the dangers of moving too fast.
And why brand marketing and performance marketing are non-exclusive must-haves.
This requires you to welcome hard truths and take them seriously.
We’ve included a cheat sheet that every company needs. It contains eight questions you should answer before submitting an RFP or interviewing an agency representative.
Marketing insights, news, and strategy from the CSTMR Team.
In depth Interviews of the innovators, the disruptors, and the trailblazers from the world of finance and fintech.
