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Return On Content
Ideas to help financial services marketers maximize the value of their thought leadership.
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How CFA Charterholders Can Become Investment-Grade Writers
While most CFA charterholders may not consider themselves to be professional writers, most of them spend a significant portion of their day writing. Whether it’s an email to their internal investment committee, a quarterly letter to their fund’s investors, or an...
Defining and Executing a Financial Marketing Process
This guest post was written by Shane Stiles, president of Gate 39 Media. Whether you’re a fund manager, investment advisor or broker, selling retail or institutional trading, or raising assets for a fund—marketing starts with a process. The goal of a well-defined...
FCS Chicago Examines “Marketing to Financial Advisors”
Chicago’s historic Printers Row neighborhood has undergone massive changes over the past several decades. Many of the buildings that once housed print shops have now been converted to loft condos, and the printing companies that remain have dramatically adapted their...
5 Keys to Incorporating Data in Financial Thought Leadership
Financial services professionals are used to dealing with data. Numbers and analytics are at the center of everything you do. Whether you’re a portfolio manager discussing the latest consumer confidence or housing starts numbers in a quarterly investor letter, or a...
To Increase Financial Content ROI, Focus on Basic Math
Creating thought leadership and other forms of branded content has essentially become table stakes for financial services firms. Today, every brand is a publisher. In this crowded environment, how do you rise above the noise and create content that delivers a positive...
Financial Communications Society Examines “The State of Custom Content”
While you may not be familiar with the phrase “custom content,” you probably have encountered custom content at least once (and probably numerous times) today. Custom content is one of the many terms—along with content marketing, brand journalism, branded content,...
Three Financial Writing Lessons My Dad Taught Me
I have been influenced in many wonderful ways by my dad, both personally and professionally. While it’s not uncommon for a son to say that his dad was a big influence on his career, in my case it is a bit unusual given how different my dad’s career is than mine. My...
Three Financial Writing Lessons My Mom Taught Me
Everyone knows how special moms are and everything they do for us. In addition to all of the normal “mom stuff” that my mom, Pam Wentworth, has done for me, she also has played a huge role in shaping my career as a financial writer. In her career, Pam, who retired in...
PAICR Content-Creation Roundtable: Telling Your Alpha Story
In a bygone era when the value of active investment managers was accepted as a matter of fact, asset management firms could focus their marketing efforts on the quality of their firm. As a result, most marketing materials tended to center on the four Ps: people,...
Seeking Alpha’s Senior Editor: Financial Content Must Be Relevant
If you think your inbox gets filled with a bunch of articles about investment strategies and other wealth management content, you should try being Gil Weinreich. As the senior editor for Seeking Alpha's financial advisor content, Gil's job is to sort through the...