Private Wealth Management
Connect With Your Niche
Marketing yourself effectively as a financial advisor requires more than showing your expertise in portfolio management and tax planning. You have to show how these topics affect the specific sub-segments and niches of the investor universe that you’re trying to reach. From ultra-high-net-worth to mass affluent, we understand the various concerns of investors across the wealth spectrum.
Experience Writing About Topics Where Advisors Add Value
In a world of robo-advisors, passive investing, and fee compression, financial advisors must work harder to show the ways they are adding value for investors. We work with private wealth management firms to highlight the ways they guide clients through their most pressing financial decisions and build enduring wealth. Topics we’ve written about for wealth managers include:
- Accessing alternatives
- Asset allocation
- Impact investing and ESG
- Roth vs. traditional IRAs
- Preparing for volatility
- Tax-loss harvesting
- Behavioral finance
- College savings strategies
- Estate planning and wealth transfer
- Family office services
- Goals-based planning
- Philanthropic strategies
- Concentrated stock positions
- Liquidity events for business owners
- Private placement life insurance
- Qualified small business stock
- Stock options and restricted stock
- Succession planning
Building Loyalty Through a Quarterly Newsletter
Through a quarterly newsletter, we help The Retirement Network stay connected with clients and answer some of their most common questions about taxes and investment markets.
Explaining Year-End Tax Strategies With Interactive Content
Using video, an interactive landing page, and an e-book, we partnered with a private wealth management firm to tell a multimedia story about new year-end tax planning strategies created by tax reform.
Educating Entrepreneurs About Liquidity Events
For a wealth manager with a large presence in Silicon Valley, we wrote a series of case studies on how entrepreneurs can navigate stock options, IPOs, and other liquidity events in a tax-efficient manner.