About Benjamin Bishop

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So far Benjamin Bishop has created 28 blog entries.

SEC Marketing Rule: Implications for news releases that promote third-party ratings and rankings

The window of time for SEC-registered investment advisors to conform to the new SEC Marketing Rule is drawing to a close. The new regulation became effective in May 2021 with an 18-month transitional period for RIAs to modify their compliance practices prior to enforcement. Starting Nov. 4, the SEC requires adherence to the new rules.   Here we focus on implications [...]

By |2022-08-03T16:11:37-06:0008/03/2022|

Measuring and reporting the value of earned media

Recently a client was quoted in a prominent trade publication for financial advisors, in an article focused squarely on a narrow topic perfectly aligned with the firm’s strategic objectives. The topic is controversial among advisors. On the whole, the journalist approached the topic with a great degree of skepticism, whereas our client had a strongly positive view. Still, it was [...]

By |2022-06-13T07:57:30-06:0003/15/2022|

The milestone news release: A useful tool in building your fund’s brand

In the asset management world, investors generally don’t pay any attention to an investment strategy until it hits the three-year mark. Institutional investors and the consultants who serve them are particularly leery about strategies without an established track record. The same is true in in the advisor space, as Morningstar waits for a fund’s three-year anniversary before assigning a star [...]

By |2021-10-13T04:06:30-06:0010/13/2021|

Connecting evergreen content to what’s in the news

Typically, customers most value timely content that relates to what is going on today. If you’re an asset manager, your investment commentary helps inform financial advisors by explaining what is driving the market this month. If you’re a financial advisor, your explanation of newly finalized tax rules helps clients understand its relevance to them. But there’s a place for evergreen [...]

By |2021-08-30T08:56:16-06:0008/30/2021|

How to use your media-facing messages in client communications

In a prior post, we discussed the nature and development of a firm’s media-facing core messages. (Quick recap: they are things you can actually say to reporters during an interview. They can’t sound like advertising. They should differentiate your firm in the competitive landscape.) Reporters and editors are external audience you are trying to reach—and so are your clients. So, [...]

By |2021-05-06T07:09:28-06:0005/06/2021|

“Is this an advertisement?” What RIA marketing teams need to know about the SEC’s new Marketing rule

RIA marketing pros would do well to learn about the SEC’s new Investment Adviser Marketing rule. This post focuses on the new rule’s relevance to original content, media interviews and social media. Testimonials, endorsements and third-party ratings—all key focus areas of the new rule—are topics for another time. The new Marketing rule applies to RIAs, not Registered Investment Companies, for [...]

By |2021-04-02T10:48:35-06:0003/15/2021|

Decorative touches for your holiday season

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By |2020-11-26T20:08:56-06:0011/26/2020|

Giftable scents to warm the heart with artisanal soap.

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By |2020-11-26T20:07:56-06:0011/26/2020|

Creative ideas to make this holiday extra special.

Curabitur aliquet quam id dui Vestibulum ac diam sit amet quam vehicula elementum sed sit amet dui. Curabitur arcu erat, accumsan id imperdiet et, porttitor at sem. Vestibulum ac diam sit amet quam vehicula elementum sed sit. Donec rutrum congue leo eget malesuada. Nulla quis lorem ut libero malesuada feugiat. Curabitur aliquet quam id dui posuere blandit. Vivamus magna [...]

By |2020-11-26T20:01:16-06:0011/26/2020|

How to shape your top media-facing messages

Whether you talk to the media weekly or once in a blue moon, you should have a trio of top-level messages about your firm to guide your media interactions. Those key points—what we call a message triangle—keep you focused when you are talking to a reporter. If it’s a phone call, have them in front of you, written out in [...]

By |2020-12-10T11:20:49-06:0009/15/2020|
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