Dec 20, 2016 | Financial Advisor Marketing, White Papers
Every great white paper in the financial services industry starts with one great central idea or thesis. Unfortunately, the corollary to this also is true: if you don’t have a strong unifying thesis at the outset, your white paper is probably doomed. The purpose of a...
Dec 13, 2016 | Financial Advisor Marketing
Given the explosion of data gathering and analytics over the past decade, you might assume that we are living in the Golden Age of Thought Leadership. After all, using data to reveal and explain surprising or otherwise interesting insights about market trends and...
Nov 15, 2016 | White Papers
Before you get started on your next white paper, there are several pieces that you need to have in place. The most important of these is a clearly–and narrowly–defined topic and scope for what you will cover in the white paper. I have written white papers for...
Oct 31, 2016 | Financial Advisor Marketing
Every day there seems to be news about another asset manager announcing that it is launching a robo-advisor service. From disruptive startups like Betterment and Wealthfront to traditional asset managers such as Fidelity and Vanguard, everyone seems to be “going robo”...
Oct 27, 2016 | Asset Management
So you’ve decided it’s time for your firm to hire a financial ghostwriter to work on your white papers, blog, newsletters, or other thought-leadership efforts. Now what? Finding a writer who understands the technical aspects of your industry and can capture your...
