Oct 27, 2016 | Asset Management
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 can capture your...
Oct 18, 2016 | Asset Management
How do you know when it’s time to hire a financial ghostwriter to help with your thought-leadership efforts? Maybe you saw your competitor generating a lot of attention by posting a thought-provoking white paper on their LinkedIn page. Possibly you’ve seen a...
Sep 26, 2016 | Asset Management
White papers, e-books, blogs, and other forms of thought leadership have become valuable commodities in financial services marketing. In a recent post, we looked at some of the reasons why asset management, investment banking, private equity, and accounting firms hire...
Sep 12, 2016 | Asset Management
In the financial services industry, your most effective marketing tools are your expertise and your experience. When clients are looking to hire a portfolio manager, investment banker, or other financial advisor, a nice website or video is helpful, but the decision to...
Apr 9, 2016 | Asset Management
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....
Apr 2, 2016 | Asset Management
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...
