Rory Holland and Jack Macy: A Conversation about Choosing the Right Agency and Partnering for the Long Haul
Mighty Finsights · CSTMR
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Show Notes
Host - Rory Holland - cstmr.com - Linkedin: CSTMR
Interviewed - Jack Macy
Download the Definitive Buyer’s Guide for Hiring a Financial Marketing Agency
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In This Episode
In this special episode of Mighty Finsights, host Rory Holland is joined by CSTMR co-founder and COO Jack Macy to pull back the curtain on the agency selection process. Drawing from decades of experience on both the client and agency sides, Rory and Jack discuss the Agency Buyer’s Guide, which is a strategic framework designed to help fintech and financial services leaders find the right marketing partner. They explore the three essential themes of connection, credentials, and collaboration while identifying the red flags that often lead to failed partnerships. Whether you are scaling a mature business, modernizing a legacy brand, or launching a new product, this conversation provides the practical wisdom needed to move beyond passive execution firms and find a strategic operator invested in your long-term success.