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...
Oct 18, 2016 | Asset Management
How do you know when it’s time to hire a financial ghostwriter to help with your thought-leadership efforts? Maybe you saw your competitor generating a lot of attention by posting a thought-provoking white paper on their LinkedIn page. Possibly you’ve seen a...
Oct 10, 2016 | Financial Advisor Marketing
Cross-selling has long been the Holy Grail of marketing in the financial services industry. But thanks to the recent scandal at Wells Fargo, in which employees at the banking behemoth allegedly opened 2.1 million fake accounts for clients in order to meet sales...
