Maya Stojkovich
A graphic designer’s pivot to marketing strategy: UMB Bank’s Jennifer Casanova
Recently we were pleased to welcome Jennifer Casanova, B2B marketing director for UMB Bank, to our office for a lunch ‘n’ learn discussion about effective…
Calamos’ Bob Behan: A veteran distribution exec on leadership, management
The no-nonsense yet compassionate style that led to his team’s 50% year-over-year sales improvement—despite the COVID lockdown
Making a statement at a time of global conflict: Many asset managers say ‘No, thanks’
Firms balance the instinct to weigh in on the market impact against the many complex issues surrounding the tragedy in the Middle East.
The easy day was yesterday—Schwab Impact 2023
Jody Lowe’s take on one of the biggest events of the year for RIAs, held this week in Philadelphia.
Why not promote mutual funds, ETFs on LinkedIn?
“Advertise where the people are”—advice that’s leading many investment firms to the industry’s favorite social platform.
The Broadridge whitepaper that explains a lot about the change underway in the fund industry
Shifting product preferences, heightened differentiation, personalization all have implications for mutual fund, ETF marketers.
Investment podcast directory update [October 2023]
Ten shows added and six dropped in the latest update to the Insider’s List of Investment Podcasts.
The 9 words we’re seeing a lot of, with mixed emotions
Where did de-dollarize, double-click, feedforward, greenhushing, mixternal, phubbing, pitch-slap, rage click and TL;DR come from anyway?
Three ways not to sound salesy in educational content
Content can build trust with clients and prospects if it delivers value without sounding like an overt sales pitch.
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