Jun 5, 2018 | Financial Advisor Marketing
Humor me for a moment by doing a quick exercise. Open your Twitter feed and scroll through for a few minutes. What do you notice? These days, you might not notice anything unique at all. Your mind naturally wanders down the screen as you endlessly scroll until you...
May 21, 2018 | Financial Advisor Marketing
Pick up any asset management firm’s quarterly investor letter and it’s likely filled with charts, graphs, and other visual representations of the latest trends influencing financial markets and fund performance. Whether it’s a simple line graph showing the CBOE...
May 14, 2018 | Financial Advisor Marketing
“You’ve got to step up.” That’s what Matthew Quale, chief marketing officer of life insurance firm Brighthouse Financial, said at the Financial Communications Society’s May 1 luncheon, hosted by the Union League Club of Chicago. The quote originated with Quale’s...
Apr 27, 2018 | Financial Advisor Marketing
Producing investment-grade thought-leadership content is a complex endeavor. It requires that financial marketers create a detailed, repeatable process for writing; that the content they ultimately create is rooted in effective storytelling principles; that the way...
Mar 12, 2018 | Financial Advisor Marketing
It’s no secret that all aspects of the B2B services economy is becoming more specialized. This is especially true in financial services. Pension funds don’t put out RFPs for do-everything fixed-income managers; instead, they’re looking for managers with deep...
Mar 9, 2018 | Financial Advisor Marketing
February 1, 2018, was a landmark day here at Wentworth Financial Communications. No, we don’t celebrate Groundhog Day Eve at WFC. Rather, the first day of February was the third anniversary of the firm’s launch. More importantly, it was the day when Frank Kalman...
