Mar 7, 2023 | Asset Management
How Asset Managers Use Journey-based Marketing – IMEA All-Council Fall Summit: Marketing Council Highlights Wentworth Financial Communications attended the 2022 IMEA All-Council Fall Summit in New York along with CMOs, distribution leaders, and other marketing and...
Mar 2, 2023 | Asset Management
SMA and ETF Momentum Builds – IMEA All-Council Fall Summit: Product Council Highlights Wentworth Financial Communications attended the 2022 IMEA All-Council Fall Summit in New York along with CMOs, distribution leaders, and other marketing and sales professionals from...
Feb 24, 2023 | Asset Management
Who would win? Ultimate asset management marketing rumbles we’re watching in 2023 As the founder of a content marketing agency that serves the financial services industry, I probably should read books about Modern Portfolio Theory and the history of index investing....
Oct 3, 2022 | Asset Management, Distribution
IMEA 2022: 5 Trends Shaping Asset Management Marketing Soon after I founded Wentworth Financial Communications, people in my network encouraged me to get involved with the Investment Management Education Alliance (IMEA). I finally got an opportunity to attend an IMEA...
May 11, 2022 | Asset Management, Distribution, Investment Banking
How Goldman Sachs Thinks About Corporate Communications Strategy Even if you’re one of the world’s most recognizable financial brands, how do you raise awareness for a product as seemingly unexciting as a savings account? Andrea Williams, head of media relations at...
May 29, 2021 | Accounting, Audit, and Consulting, Asset Management, Financial Advisor Marketing, Investment Banking, Private Wealth Management
Quarterly Newsletters Don’t Need to Be Painful Quarterly letters and newsletters are popular client deliverables — and for good reason. They are an effective way to connect with your audience on a regular basis and help your firm stay top of mind. But investment...