Feb 24, 2023 | Asset Management
Who would win? Ultimate asset management marketing rumbles we’re watching in 2023 As the founder of a content marketing agency that serves the financial services industry, I probably should read books about Modern Portfolio Theory and the history of index investing....
Oct 25, 2022 | Financial Advisor Marketing
Surviving the ETF Terrordome with content marketing Every ETF content marketer knows they operate in an extremely competitive industry where it’s difficult to get noticed in a crowded field. Yet some ETF managers are still able to separate from the pack with thought...
Oct 3, 2022 | Asset Management, Distribution
IMEA 2022: 5 Trends Shaping Asset Management Marketing Soon after I founded Wentworth Financial Communications, people in my network encouraged me to get involved with the Investment Management Education Alliance (IMEA). I finally got an opportunity to attend an IMEA...
Oct 1, 2020 | Accounting, Audit, and Consulting, Asset Management, Investment Banking, Private Wealth Management
Appearances Matter: 6 Ways to Make Your Financial Content More Scannable and Attractive No matter what anyone tells you, appearances matter. This is true about dating, and it is true about writing financial thought leadership. Let me explain why. Although I have been...
