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Ideas to help financial services marketers maximize the value of their thought leadership.
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What It’s Like to Work With a Ghostwriter on Financial Thought Leadership
White papers, e-books, blogs, and other forms of thought leadership have become valuable commodities in financial services marketing. In a recent post, we looked at some of the reasons why asset management, investment banking, private equity, and accounting firms hire...
How to Talk to Clients About Politics (Without Alienating Half of Your Base)
Social Security has long been considered to be the “third rail” of American politics. Like touching the electrified third rail of a train track, any politician who suggested reforming Social Security would get fried by voters afraid of having their benefits reduced....
Working With a Ghostwriter to Turn Your Thoughts Into Thought Leadership
In the financial services industry, your most effective marketing tools are your expertise and your experience. When clients are looking to hire a portfolio manager, investment banker, or other financial advisor, a nice website or video is helpful, but the decision to...
WFC “Reads the Greens” to Support Tutoring Chicago
On June 7 at the Glen Club in Glenview, Illinois, Tutoring Chicago hosted its annual "Read the Greens" fundraiser. Wentworth Financial Communications founder and head financial writer Scott Wentworth volunteered as a tutor with Tutoring Chicago for seven years and...
Use E-books to Generate More Leads from Financial Services Speaking Events
Speaking events are viewed as the Holy Grail of Business Development in the financial services and legal industries. Bankers, portfolio managers, financial advisors, and attorneys will travel great lengths and pay huge sponsorship fees just to land coveted spots as...
White Papers vs. E-books: Why Financial Marketers Should Understand the Difference
If you work in the financial services or legal industries, you're undoubtedly very familiar with the term "white paper." White papers have long been the preferred currency for establishing thought leadership in the professional services world. But lately, a new type...
Fiduciary Rule Creates Marketing Opportunity for Financial Advisors
In addition to lots of questions about how the fiduciary rule will be enforced, the Department of Labor's landmark regulations create an important opportunity for financial advisors and investment advisors to connect with their clients. WSJ on Advisors' Five Biggest...
Video ROI: How Financial Services Firms and Law Firms Can Generate Strong Returns from a Brand Video
Video is one of the most powerful ways to tell your firm’s story and differentiate yourself in a sea of financial advisors, but it isn’t cheap. We look at why video is such an effective content marketing tool and explain how financial services firms can create a brand...
Raymond James CMO on Managing Financial Content and Compliance
In an interview with Contently, Raymond James CMO Mike White talks about how having a small compliance team embedded within the marketing department has allowed Raymond James to manage the content creation process for the firm’s more than 6,000 financial advisors....
Define the Target Audience for Your Financial Services Newsletter
What’s the first thing that a financial services firm needs to publish a high-quality client newsletter? Is it an editorial calendar? An experienced financial writer? A template and distribution system? All of those things are important, but actually the first step in...