Strategy

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

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

The Lead Buyer's Framework: Why Most Companies Treat Lead Gen Like Procurement (And Why It Fails)

Most enterprises treat lead buying like a procurement function — cheapest price per unit wins. That framing is why lead programs fail. Here's the framework I use instead.

Apr 20, 2026