Nov 14, 2017 | Asset Management, Financial Advisor Marketing, Investment Banking
“There’s only one way to eat an elephant—one bite at a time.” This is one of the many great lessons that my dad has taught me. It’s helped me overcome feeling overwhelmed at the beginning of many large projects, and it’s been especially helpful throughout my career as...
Oct 31, 2017 | Asset Management, Financial Advisor Marketing, Investment Banking
What could possibly be less exciting than a blog post about capitalization, punctuation, and number-usage rules? A blog post that combines all of those stylistic topics with a lecture about how your firm should have a style guide to help you enforce consistency across...
Sep 28, 2017 | Asset Management, Financial Advisor Marketing, Investment Banking
Many investment firms struggle when deciding what they should write about in their investor newsletters. These decisions can become particularly difficult when there are high-profile news events that are dominating headlines in the mainstream media. As a financial...
Sep 13, 2017 | Asset Management, Financial Advisor Marketing, Investment Banking
Writing quarterly letters to investors is a fact of life for portfolio managers, financial advisors, and other professionals in the asset management industry. Whether you operate a mutual fund that is legally required to send out a quarterly letter or you’re a...
Sep 4, 2017 | Asset Management, Financial Advisor Marketing, Investment Banking
While most CFA charterholders may not consider themselves to be professional writers, most of them spend a significant portion of their day writing. Whether it’s an email to their internal investment committee, a quarterly letter to their fund’s investors, or an...
Aug 17, 2017 | Asset Management, Financial Advisor Marketing, Investment Banking
This guest post was written by Shane Stiles, president of Gate 39 Media. Whether you’re a fund manager, investment advisor or broker, selling retail or institutional trading, or raising assets for a fund—marketing starts with a process. The goal of a well-defined...
