Aug 17, 2017 | Asset Management, Financial Advisor Marketing, Investment Banking
This guest post was written by Shane Stiles, president of Gate 39 Media. Whether you’re a fund manager, investment advisor or broker, selling retail or institutional trading, or raising assets for a fund—marketing starts with a process. The goal of a well-defined...
Jun 1, 2015 | Financial Advisor Marketing
Eighteenth-century English author, literary critic, and lexicographer Samuel Johnson once famously said, “People need to be reminded more often than they need to be instructed.” Financial advisors, accountants, estate planners, and portfolio managers would be wise to...
May 1, 2015 | Distribution
The Wall Street Journal reported that financial advisors are increasingly using newsletters as a primary cog in their marketing efforts.“When it comes to staying in touch with clients, many financial advisors swear by the simple, age-old dictum: publish or perish,”...
Apr 1, 2015 | Distribution
Barry Schwartz gets it. The Chicago-based mortgage broker knows that he needs to make his weekly e-newsletter stand out in crowded inboxes. By adding 1980s-theme pop culture trivia and steady doses of self-deprecating humor, Barry’s newsletter, “Hey! Mortgage Fans!,”...
