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...
Feb 19, 2018 | Asset Management
In celebration of Presidents’ Day, we at Wentworth Financial Communications put together five fun trivia questions to test your presidential knowledge of landmark financial legislation that was signed into law at 1600 Pennsylvania Avenue. Feel free to...
Feb 12, 2018 | Asset Management
While many investment professionals might view writing quarterly letters as an unimportant chore, the fact remains that these letters are a powerful way to strengthen client relationships and showcase a firm’s portfolio management expertise. Still, putting together an...
