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What WFC is Reading: January 2019
Here’s a running list of the best and most interesting stories from the worlds of business, finance and marketing that we’re reading this month.
Part 2: Attention Financial Advisors—Your Marketing Messaging All Sounds the Same
Even the top financial advisory firms struggle to explain their differentiated value propositions on their websites and through their marketing. This isn’t just a conclusion I came to after researching hundreds of financial advisory and private wealth management firms...
5 Lessons From Ebenezer Scrooge on Writing a Year-End Client Letter
A version of this post was originally published in December 2016; it was also republished in 2017 and has been updated yet again to reflect the economic and political developments of the past year. The holiday season and the end of the year provide a great opportunity...
WFC in 2018: A Year of Transformation, Growth
Since Thanksgiving, I’ve spent a lot of time helping companies craft their year-end letters to clients, as well as helping my wife write and edit the letter we include in our Christmas card to family and friends. While I’m in year-end-letter-writing mode, I wanted to...
Part 1: Attention Financial Advisors—Your Marketing Messaging All Sounds the Same
Over the summer, as I was conducting research for Wentworth Financial Communications’ business development efforts, I found something striking about the websites of nearly all the financial advisory and private wealth management firms I came across: they all looked...
What WFC is Reading: December 2018
Here's a running list of the best and most interesting stories from the worlds of business, finance and marketing that we're reading this month. About the Author Frank Kalman is the chief operations officer at Wentworth Financial Communications. Frank and the team of...
Want To Write Well? Read Everything
I was at a family BBQ in September when my cousin asked me if I knew of any books about how to become a good financial writer. Knowing that I was a journalist by trade and currently worked at a firm that specializes in helping financial services firms with writing, it...
5 Lessons on Brand Transformation From Nuveen’s CMO
There’s a lot of new at Nuveen these days. After TIAA acquired Nuveen in 2014, TIAA decided to adopt the Nuveen name for the company’s now $900 billion investment management unit. This sparked a massive rebranding effort, which involved not only bringing all of the...
Making it Work: 8 Questions to Ask Yourself When Hiring a Ghostwriter
So you’ve decided it’s time for your firm to hire a financial ghostwriter to work on your white papers, blog, newsletters, or other thought-leadership efforts. Now what? Finding a writer who understands the technical aspects of your industry and is a good...
3 Things to Know About Marketing Financial Technology in 2018—and How Content Plays a Vital Role
Marketers for financial technology, or fintech, companies don’t have it easy these days. The commoditization of technology, competition for top tech talent, and proliferation of data are among the host of factors making it difficult for fintech firms to differentiate...