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Ideas to help financial services marketers maximize the value of their thought leadership.
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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...
What Good Financial Writing and Good Investing Have in Common
Being a good financial writer has a lot in common with being a good investor. Both jobs require developing a process and sticking to it. Whether you’re looking to deliver alpha-generating investment ideas or thoughtful, quality writing, it’s important to follow a...
Five Reasons Why Firms Publish Financial Services Newsletters
While “content marketing” is a relatively new term in financial services, one of the most commonly used and effective forms of financial services content marketing—newsletters—has been around for a long time. Asset management, investment banking, accounting, private...
Sunday Mail? A Surprising Finding From The World Of E-mail Marketing
Conventional wisdom says that sending e-mail marketing on weekends hurts deliverability. But recent data shows that conventional wisdom may not be so wise. HubSpot’s Science of Email report, which analyzed the performance of more than 800 million e-mails from...
Using the Serial Comma? A Common Debate for Financial Writers
How do you feel about this sentence? We invited two investors, Warren Buffett and Bill Gross to our annual conference. If you are confused about whether we invited a) just two people to the conference (Buffett and Gross) or b) four people to the conference...
Financial Advisor Marketing: Using LinkedIn Pulse to Build Your Brand
We all know that LinkedIn is one of the most powerful ways to network and make new connections. But it’s now much easier to use LinkedIn as a tool for sharing your expertise and unique approach to wealth management, portfolio management, finanical planning,...
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...