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...
Mar 21, 2016 | Asset Management
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...
Dec 5, 2015 | Asset Management
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...
Nov 5, 2015 | Asset Management
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...
