Discover how a deeply personal challenge — losing just 10 pounds — revealed hard truths about leadership, growth, and strategy that every fintech founder and financial services CEO can learn from.

We are family…Discover how the lessons learned at home—from integrity and resilience to humor and boldness—shape leadership in unexpected ways. Learn how these family values are not just part of personal growth, but a vital foundation for navigating the complexities of today’s business landscape.

If everything feels urgent, nothing is actually important. Here’s how great marketing orgs cut through the noise — and scale smarter.

If you’ve grown your fintech startup through grit, referrals, or direct selling — but now feel stuck in the middle of the funnel — this insight can help. Learn how to shift from early traction to a full-funnel system that drives scalable, predictable revenue.

If you’ve ever struggled to explain how marketing drives revenue — especially when budgets tighten — you’re not alone. This insight offers a more grounded, transparent approach to aligning marketing with revenue so your efforts are valued, not questioned.

After raising Series A, many fintech founders unintentionally sabotage their next stage of growth by scaling sales teams faster than their market readiness. This blog reveals how to avoid the most expensive mistake founders make post-funding.

With a re-elected federal Liberal government in place, open banking is accelerating, payments oversight is tightening, and more innovation funding is available. The fintechs that win won’t just have better tech—they’ll have a smarter go-to-market strategy. That’s where strategic CMOs come in.

Founders are under pressure to scale fast — but more marketing doesn’t mean better marketing.

The real growth advantage comes from strategic focus, not channel overload.
AI can help you execute faster, but without a strong foundation, it just scales the wrong things quicker.

Do you think of marketing as an expense or a profit margin? Strategic marketing can lower customer acquisition costs, accelerate pipeline, and increase brand trust, leading to higher revenue and growth. By measuring impact, investing in customer-centric strategies, and hiring fractional CMOs, fintech companies can turn marketing into a powerful revenue driver.

Great leadership is about getting it right; it’s not about being right. By embodying key traits like curiosity, vision, and empathy, leaders can transform their skills and create a lasting impact. This article explores how timeless traits like these can inspire greatness and foster a culture of continuous learning and collaboration.

Explore how CMOs can leverage AI to create personalized customer experiences, streamline operations, and drive data-informed strategies. By blending innovation with human expertise, AI empowers businesses to scale effectively and thrive in the competitive fintech industry.

I’m not sure what will happen in the Canadian economy with the recent tariff and US-Canada trade war announcements. What I can opine on is the unique set of challenges this presents for fintech companies and what a strong marketing strategy can do. These challenges don’t have to spell trouble—they can be a chance to rethink, recalibrate, and grow. A strong marketing strategy isn’t just a shield during uncertain times; it’s a tool to unlock new possibilities.

In today's fast-paced business environment, small to mid-size fintech and financial services firms often face the challenge of needing high-level marketing expertise without the budget or resources to hire a full-time Chief Marketing Officer (CMO). This is where fractional CMO services comes into play.

Marketers, with their boundless creativity and strategic skills, are often overlooked as a key driver of contribution margin for successful businesses. CEOs recognize the significance of this KPI, but they don't always hold their marketing teams accountable for this crucial metric.