Don’t Leave Home Without It

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Financial Advertising Account is Born

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Shopping for a new agency: Wealth management client

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9 Figure Wild Hair Media Review

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$120 Million Financial Media Account in Review

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And so begins the Blockchain boom

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Sports Marketing Up For Grabs: As Predicted

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Prescription for an Account Review

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Regional Bank hires CMO and but has no agency

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Duck Season! $90 million in review

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16 clients left this school and need a new home

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Bank acquisition = Pitch Possibility

Steve’s breakdown: Regional banks buying regional banks happens all the time and are great new business leads. Here’s another one: OceanFirst Financial just bought Sun National Bank and now is the biggest...

Pitch student load company with legal in the room

Steve’s breakdown: It’s a hiring combo we’ve never seen before. a new CMO and Chief Legal Officer have joined College Ave Student Loans and we think that they are now part of...

$400 Million Friday Afternoon Media Review: RFP

Steve’s breakdown: It happens all the time. Friday afternoon comes along and BAM, a 9 figure account goes into review. If you’re part of an agency network, I’d be calling...

Japanese company needs to start thinking USA PR

Steve’s breakdown: SoftBank has got to get serious with its PR in this country because they seem to be arrogantly ignoring the practice. TORRANCE, CA & TOKYO, Japan: Uber and...

Health insurance technology platform’s new CMO

Steve’s breakdown: DIRECTV exec gets CMO job at GoHealth. Think, literally, direct marketing on this one. Hard core direct marketing. CHICAGO, IL: GoHealth, the leading health insurance technology and services platform, today announced...

Small business financing platform lands CMO

Steve’s breakdown: BFS Capital is the company and Mary Harris is the new CMO. They do not have an AOR so you know what to do. CORAL SPRINGS, FL: BFS Capital, a leading small...

Our 3rd blockchain lead: Join the madness

Steve’s breakdown: Seems marketing is a major factor with blockchain companies because it’s all about “faith”. If no one believes, no one gets rich. Help these guys get rich and...

Cryptocurrency Account Review

Steve’s breakdown: All inquiries should be sent to VVToken CEO Dr. RJ Gosselin, rjg@vvtokens.com. Deadline for quotations is 5 p.m. on Dec. 8. Email me for the RFP that you will probably have to...

Midwestern mortgage company’s new CMO

Steve’s breakdown: Guaranteed Rate has kinda been all over the place regarding their advertising spending so maybe the new guy will settle that down. A good way to do that is with...

$19 billion insurance co has new CMO and no AOR

Steve’s breakdown: Transamerica Insurance has just brought on a CMO from Protective Life where he built a team for consumer marketing. Seems Transamerica is ready to do the same with a new AOR. BALTIMORE, MD: Transamerica...

Pitch news from Europe

Steve’s breakdown: It’s always a good idea to keep an eye on what’s happening across the pond. It can give you clues to future plans in North America. Here’s a...

Southern Bank Seeks PR Firm

Steve’s breakdown: Michael McCoy is the contact over at SunTruth Bank and he can be reached at michael.mccoy@suntrust.com. Proposals are due November 13th. ATLANTA, GA: SunTrust Bank is looking for PR firms...

Two Leads via Starbucks you need to move on now

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As predicted, Equinox hires new shop

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Big Dog Goes After Symphony

Steve’s breakdown: The dog is Bloomberg and the product he’s launching is Enterprise IB to go head to head with Symphony. Not a great name but he’s got the bucks to make...

3 new CMOs at BtoB clients

Steve’s breakdown: Here’s this week’s batch of BtoB CMOs. Diebold Nixdorf Names Watson As Chief Marketing Officer NORTH CANTON, OH: Diebold Nixdorf (NYSE: DBD) today announced Devon R. Watson has been...

Cleaning house could include ad agencies

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Ex-Gap & Revlon Exec Takes CMO Gig in California

Steve’s breakdown: With brands under his belt like GAP, Revlon & Pepsi, I’d say this company is looking to go big and that could mean an agency change. IRVINE, CA: Opus...

Mayor bank has got problems: Are you the brand solver

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Financial company with its 1st CMO: Attack!

Steve’s breakdown: The Money Source is the company and Barbara Yolles is the CMO. Here’s the contact info: 135 Maxess Road, Melville, NY 11747 | 1-866-867-0330 MELVILLE, NY:L Barbara Yolles, former...

Loan company account review prediction

Steve’s breakdown: Former Esurance CMO, Alan Gellmanm, is joining Credible as its first chief marketing officer. I’m smelling a new ad agency & campaign! 866-540-6005 SAN FRANCISCO, CA: In the latest...

Review prediction in Credit Scoring

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Huge financial lead crosses the pond to Cincinnati

Steve’s breakdown: Worldpay, the largest payment processing company in the UK, was just bought by Vantiv and the global headquarters will be in Ohio! What will happen to the Worldly brand?...

BtoB new CMO report

Steve’s breakdown: We have Equifax, nClouds and FPX all with new CMOs. Check into it. • Equifax Appoints Laura Wilbanks as Chief Marketing Officer ATLANTA, GA: Equifax Inc. (NYSE:  EFX) today...

$240 Million Media Pitch

Steve’s breakdown: If you’re part of MDC Partners, Publicis Groupe or WPP’s GroupM, it seems you have a chance in this pitch. Time to get on the horn to UnitedHealth Group. MINNETONKA,...

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