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Ideas to help financial services marketers maximize the value of their thought leadership.
What Samuel Johnson Knew About Financial Advisor E-mail Marketing
Eighteenth-century English author, literary critic, and lexicographer Samuel Johnson once famously said, “People need to be reminded more often than they need to be instructed.” Financial advisors, accountants, estate planners, and portfolio managers would...
WSJ on Financial Advisor Newsletters: It Pays to Publish
The Wall Street Journal reported that financial advisors are increasingly using newsletters as a primary cog in their marketing efforts.“When it comes to staying in touch with clients, many financial advisors swear by the simple, age-old dictum: publish or...
Publish a Better Newsletter: You Could Learn a Lot From “Barry’s Blog”
Barry Schwartz gets it. The Chicago-based mortgage broker knows that he needs to make his weekly e-newsletter stand out in crowded inboxes. By adding 1980s-theme pop culture trivia and steady doses of self-deprecating humor, Barry’s newsletter, “Hey!...