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Ideas to help financial services marketers maximize the value of their thought leadership.
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6 White Paper Ideas for Private Wealth Managers in 2018
Last year I wrote about 17 thought leadership ideas for 2017. And with the another calendar year in the rearview mirror, I wanted to offer my thoughts on updated versions of last year’s topics, as well as some new ideas to get your financial content marketing engine...
Why Volatility’s Return is a Great Opportunity for Financial Marketers
In every corner of the financial services industry, nearly every firm claims to be unique. They say they are different. They say they have the people, process, and formula for investing that competitors don’t. They say their brand is the most trusted in the industry....
6 White Paper Ideas for Asset Managers in 2018
Last year I wrote about 17 thought leadership ideas for 2017. And with the another calendar year in the rearview mirror, I wanted to offer my thoughts on updated versions of last year’s topics, as well as some new ideas to get your financial content marketing engine...
FCS Recap: ‘Disruptive’ ETF Marketers Discuss Need to Educate in Crowded Industry
It’s been 25 years since the first exchange-traded fund (ETF) was launched, enabling investors to buy or sell the S&P 500 Index in a single publicly traded share. But as the ETF industry continues to grow beyond simple index-tracking products and into more complex...
Why Financial Marketers Are Looking to Build Teams of Specialists
It’s no secret that all aspects of the B2B services economy is becoming more specialized. This is especially true in financial services. Pension funds don’t put out RFPs for do-everything fixed-income managers; instead, they're looking for managers with deep expertise...
Getting To Know Frank Kalman, WFC’s Chief Operations Officer
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...
How to Streamline Your Writing Process for Investor Letters
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...
How to Write Visually Appealing Investor Letters — and Why it Matters
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...
Moving Beyond PDFs: 3 Ways to Make Your Financial Thought Leadership More Dynamic
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...
Why Telling a Compelling Story in Your Investor Letters is Vital
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...