Mar 9, 2018 | Financial Advisor Marketing
February 1, 2018, was a landmark day here at Wentworth Financial Communications. No, we don’t celebrate Groundhog Day Eve at WFC. Rather, the first day of February was the third anniversary of the firm’s launch. More importantly, it was the day when Frank Kalman...
Mar 5, 2018 | Financial Advisor Marketing
When it comes to creating effective quarterly investor letters, telling a compelling story in the body of the email and knowing how to make the piece easy to consume visually are two essential components. The third, and final, component in this blog series about...
Feb 26, 2018 | Financial Advisor Marketing
When it comes to creating a high-quality quarterly investor letter, finding the right words to tell a compelling story is only half the battle. The other half requires making sure the way the information is presented on the page is visually appealing. How your letter...
Feb 22, 2018 | Financial Advisor Marketing
There’s an old saying: “When all you have is a hammer, everything is a nail.” For many financial marketers, when it comes to creating thought-leadership content, PDFs are their trusty, old hammers. As a result, they think that PDFs are the only medium available for...
Feb 20, 2018 | Asset Management
In WFC’s last blog post recapping my January 30 presentation with CFA Society Chicago about how to write better investor letters, I mentioned that, at a high level, there are three critical components to making your letters more effective: Tell a compelling story Make...
