Jul 9, 2018 | Financial Advisor Marketing, White Papers
In today’s era of bite-sized digital content, it would be easy to dismiss white papers and other long-form articles like VCRs and flip phones—outdated relics that have outlived their useful purpose. After all, when one of the most prevalent content...
Jul 2, 2018 | Financial Advisor Marketing
Investors are increasingly wanting to add purpose to their portfolios. Roughly $8.7 trillion was invested in accordance with sustainable or responsible investment strategies in the United States in 2016, according to data from US SIF: The Forum for Sustainable and...
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...
