Fintech Marketing

What I Look for When Advising Early-Stage Fintech Companies

Every year I turn down more advisory engagements than I take. Here's what separates the fintech founders I end up working with from the ones I don't.

May 11, 2026

Fintech Marketing Is Not SaaS Marketing — Here's Why

Fintech founders are getting bad marketing advice from SaaS playbooks. Here are the structural differences that make fintech a different sport.

May 8, 2026

The SpringEQ Launch: Building a Fintech GTM from Zero

In 2016 I built the initial go-to-market strategy and operations for SpringEQ, a home equity lending fintech. Here's what the playbook actually looked like.

Apr 27, 2026

What 30 Years in Fintech Marketing Taught Me About GTM Strategy

DeepGreen Bank to Quicken Loans to Velocity Lending to the fintechs I advise today. Four distinct eras of fintech GTM, and the lessons that repeat in every one.

Apr 22, 2026

Building EquityOnline: Inside Quicken Loans' First True Online Lending Platform

In 2004, I joined Quicken Loans to build EquityOnline — their first platform that gave borrowers a real offer online, not just a lead form.

Apr 14, 2026

Employee #7: What I Learned Building One of the First Internet Banks

In 2000, I left Air Force intelligence to join DeepGreen Bank as Employee #7. We launched the first unconditional online HELOC. Here's what building an internet bank looked like before most banks had websites.

Apr 9, 2026