LoweDown Blog.
Insights on issues impacting the investment industry.
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PowerPoint is a tool for these three jobs
Key takeaways: PowerPoint is a basic form of communication within RIA firms. It’s often used ineffectively-and can work against an investment professional’s message coming through…
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Practical ideas for developing content when your team is small
Ben Bishop shares tips for creating quality content when your marketing and sales resources are limited.
A marketer’s heartfelt homage to mutual funds on their 100th
Sure, ETFs and SMAs promise to enhance investors’ experience. But, how about a nod to the mutual fund that got us all here.
Think in threes
Here’s a tool we use when thinking about core messaging or creating a message-triangle.
The investment industry stories we’ll remember from 2023
ChatGPT, the resurgence of fixed income, Taylor Swift, direct indexing, Future Proof and more make up our most memorable stories of the year.
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…
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 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.
Why choose one when you can have both? Our take on WFH
A business that trusts that its employees is more likely to be successful.
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