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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, a strategic framework designed to help fintech and financial services leaders find the right marketing partner. 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. In this conversation, you’ll learn: The Three Pillars of Selection: Why successful partnerships are built on Connection, Credentials, and Collaboration. Beyond Order-Takers: How to identify "strategic operators" who challenge assumptions rather than just executing tasks. The 95/5 Marketing Rule: How to balance brand building for the 95% of the market not yet buying with performance marketing for the 5% ready to convert. The Cost of "Bad" Speed: Why prioritizing strategic alignment over immediate, uninformed execution prevents expensive "re-dos" later. It’s a practical discussion that provides fintech leaders with the framework necessary to avoid common hiring pitfalls and build a marketing engine for sustainable growth. Chapters 00:00 Thoughtful Decision-Making Takes Time 00:33 Introduction: Understanding the Buyer's Dilemma From Both Sides of the Table 01:14 Hiring an Agency Is Challenging for Both Parties 03:05 Building Successful Agency Partnerships 05:31 Looking for Connection and Fit 08:54 Correctly Discerning Between Domain and Industry Expertise 12:47 The Danger of Over-Indexing on Speed 15:12 Why Branding and Speed Are Deeply Connected 17:17 Brief Recap 17:42 Look for Strategic Partners and Beware of Order Takers 20:25 Brief Recap 20:48 Pursuing True Collaboration and Goal Alignment 25:54 Building for Long and Short-Term Strategic Goals 30:09 There's a Massive Gap Between a Consultative Partner and Basic Vendor 33:26 Final Recap 35:21 Closing Remarks ► Download the Definitive Buyer’s Guide for Hiring a Financial Marketing Agency: https://cstmr.com/agency-buyers-guide/ ► Looking to Connect with CSTMR? LinkedIn: / cstmr Website: https://cstmr.com/ Podcast Transcript: See our website for the full transcript of this episode. ► Want to Reach Out? Rory Holland LinkedIn: / roryholland Jack Macy LinkedIn: / jackmacy Website: https://cstmr.com/