Are you feeling overwhelmed, uninspired, or burned out at work? In this special Unsolicited Advice episode, Anne and Frances are getting ready for summer by tackling the importance of rest and the power of intention. They offer unexpected tips and tricks for recovering from constant stress, owning what you need to feel alive and engaged, and creating an experience of work that unleashes your ambition. Follow Hosts: Anne Morriss ( @annemorriss | LinkedIn: @anne-morriss ), Frances Frei ( @francesxfrei | LinkedIn: @francesfrei ) Links https://anneandfrances.com/ Subscribe to TED Instagram: @ted YouTube: @TED TikTok: @tedtoks LinkedIn: @ted-conferences Website: ted.com Podcasts: ted.com/podcasts For the full text transcript, visit ted.com/podcasts/fixable-transcripts For a chance to give your own TED Talk, fill out the Idea Search Application: ted.com/ideasearch . Hosted on Acast. See acast.com/privacy for more information.…
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Episode 52 - How to Avoid Getting Scammed by Your Digital Ad Agency
Manage episode 367336491 series 2994499
内容由FI GROW Solutions提供。所有播客内容（包括剧集、图形和播客描述）均由 FI GROW Solutions 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
The FI GROW team discusses crucial factors in choosing a digital marketing agency. Key concerns include maintaining access to your own Google Ads account and avoiding agencies that lock clients into long-term commitments or charge based on ad spend. They emphasize the need for agencies to provide personalized ad strategies and focus on actual conversions, not just click numbers. Finally, they caution against blindly following advice from Google representatives, who may primarily be interested in increasing spending.
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分享Manage episode 367336491 series 2994499
内容由FI GROW Solutions提供。所有播客内容（包括剧集、图形和播客描述）均由 FI GROW Solutions 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
The FI GROW team discusses crucial factors in choosing a digital marketing agency. Key concerns include maintaining access to your own Google Ads account and avoiding agencies that lock clients into long-term commitments or charge based on ad spend. They emphasize the need for agencies to provide personalized ad strategies and focus on actual conversions, not just click numbers. Finally, they caution against blindly following advice from Google representatives, who may primarily be interested in increasing spending.
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Hit Record Podcast - FI GROW Solutions
We’re celebrating 100 episodes of the Hit Record Podcast with a special roundtable discussion featuring Meredith Olmstead, Nida Ajaz, Kristin Mock, and Sophie Bawany. From how the podcast started to our team’s favorite episodes over the years, we’re reflecting on the trends that haven’t changed—and the tactics that still move the needle for credit unions and banks. Whether it’s email strategy, branded search ads, or being human on social media, this episode is packed with timeless insights for financial marketers. Key Takeaways: Some lessons are evergreen. Branded keyword strategy, personalized emails, and authentic social media have all evolved, but they’re still as critical in 2025 as they were in 2021. Short, implementable content wins. The Hit Record Podcast was created to offer quick, actionable tips for busy financial marketers. That approach still resonates today. Human connection is still the difference. Even in an AI-driven world, authenticity and trust remain the best ways to engage, convert, and retain members.…
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Hit Record Podcast - FI GROW Solutions
1 Episode 99 - Is your financial institution missing out on valuable loan and deposit leads by not handling them correctly 11:47
In this episode of the Hit Record Podcast, Meredith Olmstead and Kristin Mock discuss a critical and often overlooked opportunity for financial institutions: capturing leads before they drop off during the application process. They explore how simple lead forms, automation, and thoughtful follow-up can recover lost revenue and boost funded loans without burdening your team.…
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Hit Record Podcast - FI GROW Solutions
In this episode, Meredith Olmstead and Sophie Bawany tackle common myths about using Instagram for banks and credit unions. From replying to comments to using hashtags wisely, they share what actually works to boost engagement without burning out your team. Key Takeaways: Replying Still Matters: Responding to comments and direct messages can increase reach by up to 35 percent. Even quick replies help build trust and loyalty. Focus on Quality Over Quantity: Posting two or three strong, shareable posts each week works better than daily filler content. Captions over 150 words are also seeing higher saves. Small Can Win: Micro-influencers and smaller, engaged followings can deliver better results than huge but passive audiences. Relevance beats reach every time.…
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Hit Record Podcast - FI GROW Solutions
In this new episode of the FI GROW podcast, Meredith Olmstead and Ida Burr break down what’s changing in digital ads for credit unions and community banks; from seasonality shifts to personal loan trends and the real numbers you need to hit for optimized conversions. Tune in for practical strategies to spend smarter and stay competitive. Key Takeaways: Seasonality is Out the Window: Consumer behavior has shifted, follow the data, not the old calendar. Conversions Drive Optimization: No matter your budget, you need 10–20 conversions per campaign to feed the algorithms. Use All the Tools: Layer PPC, OTT/CTV, and native ads for more touchpoints; they work together to lower overall costs.…
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Hit Record Podcast - FI GROW Solutions
In this episode, Meredith Olmstead and Kristin Mock break down how credit unions and community banks can advocate for bigger, smarter marketing budgets. From connecting marketing efforts to core data to shifting the mindset from "expense" to "investment," they share actionable tips to align your budget with real growth goals. Key Takeaways: Data Changes the Conversation: Connecting your core and marketing systems can prove that marketing drives revenue, not just impressions. Budget Shouldn’t Be Just Marketing’s Job: Your website and digital assets support sales, service, and operations—so their budgets should too. Think Digital = Your Most Important Branch: It’s time to treat your digital presence like the branch it truly is—an asset that deserves serious investment.…
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Hit Record Podcast - FI GROW Solutions
In this episode, Meredith Olmstead and social strategist Sophie Bawany share how credit unions and banks can make financial content actually work on platforms like Instagram and TikTok. From simplifying the message to embracing real, behind-the-scenes moments—this episode is your cheat sheet for Gen Z engagement. Key Takeaways: Simplify to Amplify - To engage younger audiences, financial institutions must strip away jargon and break complex topics into digestible, relatable bites—think “Part 1 of 3” video series or carousel posts that mirror how people actually scroll. Ditch the Polish, Embrace Personality - Overly produced content doesn’t perform well on platforms like Instagram and TikTok. Raw, behind-the-scenes, staff-led Reels and face-to-camera clips feel more authentic—and authenticity wins trust. Use Platform Features with Purpose - Polls, sliders, trending audio, and direct calls to action (CTAs) are native to social platforms for a reason. Smart marketers use them to boost engagement and drive community interaction, not just impressions.…
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Hit Record Podcast - FI GROW Solutions
1 Episode 94 - Setting the Stage for More Success with Cross-Selling at Your Bank or Credit Union 16:04
Cross-selling at community banks and credit unions doesn't have to feel like sales—it should feel like service. In this episode of the Hit Record Podcast, FI GROW CEO Meredith Olmstead and Director of Sales Danielle Fancher unpack real-world strategies for creating authentic, high-impact cross-selling efforts. From live chat and automation to frontline staff training and data-driven segmentation, this episode is a deep dive into how to serve more deeply, not just sell more. Key Takeaways: Sales Is Service: Effective cross-selling starts with building trust and solving real problems—not pushing products. Automate and Personalize: Use automation tools to respond instantly and personalize messages based on behavior and product use. Celebrate the Wins: Daily team huddles, open discussion, and performance dashboards keep cross-selling goals aligned and team morale high.…
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Hit Record Podcast - FI GROW Solutions
1 Episode 93 - Why Customer Rention is More Important than Acquision for your Bank or Credit Union 13:55
In this episode of the FI GROW podcast, CEO Meredith Olmstead and Sales Director Danielle Fancher dig into a powerful conversation around customer acquisition vs. retention—and why focusing on deeper relationships with your existing members may be your most overlooked growth opportunity. From defining true onboarding to real-world tactics that work, they share actionable strategies to personalize, automate, and maximize every new relationship at your credit union or community bank. Key Takeaways : Retention Costs Less—and Delivers More: It costs 5–7x more to acquire a new customer than to deepen a relationship with an existing one. Strong onboarding = stronger ROI. Onboarding Is More Than a Thank-You Note: True onboarding is a multi-channel, personalized, data-driven experience that nurtures product adoption and trust. Personalization Drives Growth: When onboarding is tailored to each user’s actions and needs, customers are more likely to open 3+ new products in their first 12 months.…
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Hit Record Podcast - FI GROW Solutions
1 Episode 92 - Effectively and Strategically Using Surveys to Drive Growth for Your Bank or Credit Union 18:52
Surveys aren't just for collecting opinions—they’re tools for growth. In this episode, Meredith Olmstead and Nida Ajaz explore how banks and credit unions can use surveys strategically to deepen member relationships, improve product offerings, and make smarter, data-informed decisions. From onboarding to attrition, they share real use cases that turn feedback into action. Key Takeaways: Surveys + Data = Smarter Strategy: Relying on surveys alone can miss the mark. Marry member sentiment with real behavioral data to fuel better decisions. Survey Timing Matters: Onboarding, application abandonment, and account closures are prime moments to gather actionable insights. Make It Actionable: Use automation to route feedback, celebrate wins, respond to dissatisfaction, and drive follow-up campaigns (like Google reviews or referral asks).…
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Hit Record Podcast - FI GROW Solutions
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Hit Record Podcast - FI GROW Solutions
In our latest episode, Meredith Olmstead, CEO of FiGrow Solutions, joins forces with Inbound Marketing Manager Rebecca Gwaltney to explore creative and effective ways to harness the power of automated emails. Beyond the basics, they delve into advanced strategies for financial institutions to engage customers meaningfully, ensuring their services remain indispensable. Key Takeaways: Re-engagement Campaigns: Utilize transaction data to trigger re-engagement emails, encouraging consistent usage and reinforcing your status as the primary financial institution. Product Lifecycle Communications: Automate emails around specific product milestones, such as post-purchase check-ins or warranty expirations, to maintain communication and offer relevant additional services. Behavior-Based Customization: Tailor automated emails based on user behaviors and interactions, like page visits or product interest, ensuring content relevance and increasing conversion chances…
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Hit Record Podcast - FI GROW Solutions
Join Meredith Olmstead and Kristin Mock from FI GROW Solutions as they dive deep into the lesser-known features of HubSpot that can transform how financial institutions engage with their clients. Discover innovative ways to leverage smart content, enhance user experiences, and optimize your digital strategy. Key Takeaways: Smart Content: Tailor your digital presence dynamically based on user behaviors and characteristics to provide a personalized experience for each visitor. SEO Website Scan: Utilize HubSpot’s built-in tools to analyze and optimize your website’s SEO performance effortlessly. HubSpot Academy: Access a wealth of resources and training materials to keep your team at the cutting edge of marketing technology.…
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Hit Record Podcast - FI GROW Solutions
Meredith Olmstead and Kristin Mock from FI GROW Solutions discuss a recurring challenge faced by marketing departments in banks and credit unions: the lack of clear, measurable goals. In their conversation, they explore the importance of setting specific objectives for marketing teams to effectively align their strategies and resources, enhancing overall institutional performance. Three Key Highlights: Clear Goals Essential : Specific, measurable goals are vital for marketing departments to effectively align their strategies with the institution's objectives. Executive Communication : It's crucial for executives to communicate these goals across all departments to ensure a unified approach towards achieving them. Regular Updates and Reviews : Continuously tracking progress towards these goals and adjusting strategies as necessary is key to maintaining momentum and achieving desired outcomes.…
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Hit Record Podcast - FI GROW Solutions
1 Episode 87 - Guest Sam Paxson Talks Member vs. Product Centric Approach to Growing Your Credit Union or Community Bank 17:59
In this engaging podcast, Meredith Olmstead, CEO of FI GROW Solutions, speaks with Sam Paxson, founder of the Power & Light Collaborative and a seasoned expert in the credit union industry. They explore transformative strategies for banks and credit unions to shift from product-centric to member-centric models, focusing on leveraging digital tools to align services with member needs and behaviors for enhanced engagement and growth. Key Takeaways: Embracing Member-Centric Strategies: Sam discusses the critical shift from evaluating product line performance to understanding member engagement and the lifetime value of members, advocating for a strategy that focuses on member needs rather than just financial products. Data-Driven Member Engagement: Utilizing behavioral data and digital tools to customize interactions and offerings, which helps in actively engaging members based on their interactions and preferences. Re-engagement through Digital Innovation: The importance of digital tools in reactivating dormant members and enhancing the member experience, ensuring that members fully utilize available financial services.…
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Hit Record Podcast - FI GROW Solutions
In this episode of our podcast, Meredith Olmstead, CEO of FI GROW Solutions, and Kristin Mock, Senior Inbound Strategist, delve into the world of digital branches for banks and credit unions. They discuss the power of customizing digital experiences right from the homepage based on user behavior and characteristics, a strategy that not only enhances user engagement but also significantly boosts conversion rates. Key Takeaways: Personalized User Experience: Implementing smart content on homepages that adapts based on previous interactions or visited pages enhances relevance and engagement, driving higher conversion rates for products like auto loans or mortgages. Behavior-Driven Content Management: Utilizing behavior-driven strategies allows for dynamic content updates across the website, reflecting current promotions or rates, ensuring that content remains both current and highly targeted. Segmentation and Targeting: Sophisticated segmentation based on product usage, customer lifecycle stages, and even membership status allows for highly personalized experiences, encouraging deeper engagement and fostering customer loyalty.…
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