Cherie Fournier and Alise Lucero offer guidance on repurposing and extending the shelf life of marketing content—helping sponsors strengthen fundraising and advisor engagement even with limited resources.

Cherie Fournier and Alise Lucero share insights on using automation tools to maximize efficiency, expand reach, and support sustainable marketing for small teams.

Cherie Fournier and Alise Lucero of Marketing Intent share insights on which marketing functions sponsors should outsource when in-house expertise is limited, and how to choose the right partners.

Fred Hubler of Creative Capital Wealth Management Group talks about how to apply the lessons from RBA in this podcast clip.

Fred Hubler of Creative Capital Wealth Management Group talks about one of the steps in the RBA process - taking an inventory of your week in this podcast clip.

Fred Hubler of Creative Capital Wealth Management Group talks about why he created the Retainer Based Academy in this podcast clip.

Jay Frank, President of Cantor Fitzgerald Asset Management, talks about what gains are still eligible for investment in this podcast clip.

Jay Frank, President of Cantor Fitzgerald Asset Management, talks about proposed Opportunity Zone legislation in this podcast clip.