You need to rank #1 for your product tickers

One of the more provocative recommendations of the Lowe Group Visibility Grader is fundamental: If you’re an asset manager with products for sale, you should rank #1 for the products’ ticker symbols, and ideally product names, in search.  There can be no ifs, ands or buts about this.   When was the last time you searched, using incognito mode, for [...]

By |2024-07-11T10:08:17-05:0007/11/2024|

Titling your content in a way that doesn’t telegraph marketing content follows

Creating content that educates or takes a view on the market or industry trends can help you engage with both clients and journalists. But that doesn’t work if your title sounds like you’re about to give a rundown of your value proposition.   Readers, especially journalists, are going to be skeptical about spending time on something called something like [...]

By |2024-06-27T10:59:25-05:0006/27/2024|

Practical ideas for developing content when your team is small

Regardless of the size of your organization, you may have a small team focused on and supportive of content development. Say there’s only a handful of people across marketing, sales and business functions whom you can count on. You have to be especially tight about your planning. You definitely want some easy wins. Here are some practical suggestions for [...]

By |2024-06-05T08:33:48-05:0006/05/2024|

Welcome to the investment industry, grads!

It’s that time of year—when LinkedIn is overridden with group photos of the bright and shiny faces of the incoming classes of new employees and interns fortunate enough to be starting their careers in the investment management industry.  If you’re a manager responsible for onboarding new communications professionals, it all falls on you to assure the newcomers get off [...]

By |2024-07-09T16:15:38-05:0005/14/2024|

Why not promote mutual funds, ETFs on LinkedIn?

One of my favorite all-time stories has to do with a fire alarm set off at 3 a.m. at the Disneyland Hotel in Anaheim. I was in the hotel, covering a National Association of Realtors convention. At the sound of the alarm, people in various states of “awokeness” emerged from behind their doors up and down the floor, trying [...]

By |2024-03-03T16:04:03-06:0010/26/2023|

The Broadridge whitepaper that explains a lot about the change underway in the fund industry

The best thing you could do right now is bounce from this post (go on, it’s fine) and download and read the full 24 pages of Broadridge’s recent whitepaper U.S. advisor-sold asset management: This time it’s personal. It’s a rich analysis of the fund industry and you’ll get value out of every word.  Still here? You’re welcome to read [...]

By |2024-03-03T15:51:38-06:0010/19/2023|

The 9 words we’re seeing a lot of, with mixed emotions

On Monday Merriam-Webster announced the addition of 690 words to its dictionary. Words such as doggo, chef’s kiss and bracketology are not necessarily new this year. Rather, according to the announcement, “these new additions have demonstrated widespread use over time and offer a window into the world today.”  In that same spirit (and applying similarly vague standards of selection), [...]

By |2024-03-03T14:08:03-06:0010/05/2023|

Three ways not to sound salesy in educational content

Educational content should build trust with your audience—which in most cases is your clients and prospects. Clients want to hear from you, and interested prospects want to understand you … often before a first meeting.   To build trust, you have to avoid sounding salesy. With blog posts, there’s an implicit contract between you and your readers that you won’t [...]

By |2024-03-03T14:08:28-06:0009/27/2023|

As capital inflows slow, PE firms need to get creative & proactive

Alas, we lost two beloved Tinas in the last 12 months. The eight-time Grammy winning Queen of Rock & Roll passed away in Switzerland in late May. She was predeceased by another TINA—the market regime where There Is No Alternative to risk-assets—a year ago this month in Jackson Hole, Wyo. That’s when the world’s leading central bankers made it [...]

By |2024-03-03T14:10:06-06:0008/23/2023|

9 head-turning charts, animations, images from investment firm marketers

It’s been too hot to read—instead, this week let’s look at some pictures!  Here’s a shout-out to some of the finest graphics we’ve seen circulating on the socials lately. The set of nine celebrated below is a mix of new and old-but-evolved charts, animations and images produced by asset management and advisory firm marketers over the last few months.  [...]

By |2024-03-03T14:11:33-06:0008/01/2023|
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