Addison Wiggin, founder of Agora Financial & why your ideas matter.

Addison founded the Agora Financial group and was Executive Publisher for 17-years. One of the things I love about Addison is he has the increasingly rare quality of actually believing in the ideas he writes about and publishes. I see Addison as one of the few intellectuals in financial publishing. One thing many marketers & […]
Mark Ford, of The Agora Companies, talks engaging investors online & the direction of the industry

Mark Ford has been in involved in dozens of multimillion-dollar businesses. He and Bill Bonner built the Agora Companies, which has dominated the financial publishing industry for over a decade, and broke over a $1 billion in top-line revenue. I met him the first time back in 2016 or 17 when my business partner, Jami […]
Capturing Customer Value in Fintech vs. Financial Subscription Publishing

Imagine being one of the big drivers of new customers for a fintech startup you love. You’re there pretty much at the beginning. You wear the hat. Proselytize to the customer. Send tons of customers you paid to acquire over to them. Then, when that startup sells for a $1 billion – you got exactly […]
How do you win as a financial publishing or trader educator in this regulatory environment?

How do you win as a financial publisher or trader educator in this regulatory environment? That’s the conversation I had with Bret Holmes, who is one of the business builders in the industry I respect the most. Bret has been part of many of the largest success stories in financial publishing over the last decade. […]
The FTC crackdown is good for the industry.

After our conversation Aaron remembered why he had the one slide he spaced on in our recording and sent me this follow on point. It’s important so check it out: https://youtu.be/JjH-BeOiGKA The FTC crackdown is good for the industry. Full Stop. That’s Aaron Dehoog’s view and when Aaron talks publishing I listen. He’s one of […]
“It was the best of times, it was the worst of times.”

“It was the best of times, it was the worst of times.” Being an entrepreneur or marketer in finpub feels like living in a Dickenson novel. The two sides of the coin below will be the focus of the next Financial Marketing Summit June 14-15th in Orlando, register now if you haven’t already. “It was the […]
Tifin is on a $100 million financial media acquisition spree

[THE TRANSCRIPT IS AT THE BOTTOM.] Cathy Wood is one of the super stars of today’s financial markets. The tag line of her ARK fund is simple: “We invest solely in disruptive innovation.” And she’s a capital partner and on the board of company, Tifin, who has already bought several financial publishers this year. And […]

Bret Holmes talks email marketing and how to scale a financial subscription publishing business to over $100+ million. What does Bret know about scaling up? Let’s see. He was employee #3 at MMP and was part of the team that took it to over 225m at its peak. Over the last few years, we watched […]
FTC on the War Path: What publishers & marketers need to know.

The FTC just posted a list of 1,100 business they put on notice they: “could incur significant civil penalties—up to $43,792 per violation—if they or their representatives make claims about money-making opportunities that run counter to prior FTC administrative cases.” And quite a few companies in our industry are on the list. Up to $43k […]
The Rise of the Retail Investor & the New Forces Impacting Financial Publishing

Our financial publishing & direct response financial marketing & media industries are at the heart of multiple transformations & disruptions happening throughout financial services. In my keynote presentation at the Financial Marketing Summit 2021, I start to lay out just some of the bigger trends and opportunities we’re seeing as the finpub industry intersects with […]