It’s impossible to write a compelling financial white paper without data to quantify and validate your investment thesis. But unless you’re smart about how you incorporate that data, the numbers can actually detract from the overall impact of your white paper.
I talked about this exact topic recently as a guest on the B2B Growth podcast with host James Carbary of Sweet Fish Media. On the show, I discussed the three biggest mistakes that companies in the asset management, investment banking, private equity, and consulting industries make when it comes to incorporating data into their white papers and other thought-leadership efforts.
In the episode, James and I talked about how financial services professionals can avoid the most common issues that come up when firms try to create data-driven thought leadership:
- Turning on the “data fire hose”
- Burying the lead
- Not creating a narrative around the numbers
Before you launch your next thought-leadership campaign, I encourage you to check out this episode. The episode is only 15 minutes long, so it’s a high-ROI activity for your next commute or trip to the gym.
About the Author
Scott Wentworth is the founder and head writer of Wentworth Financial Communications. WFC has helped companies across the asset management, wealth management, investment banking, and consulting industries turn their data into compelling thought leadership.