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|

What’s not to like: Latest Fuse research affirms PR value while answering burning digital marketing questions

“We are big believers in PR, we think the lift that [asset management] firms can get from actively participating is pretty valuable. It’s cost-effective as well, and financial advisors view it as a highly effective tool to enhance the relationship.”    When you work for a public relations firm, that’s a statement, as made by Fuse Research Network’s Mike Evans [...]

By |2024-03-03T16:00:10-06:0006/15/2023|

Does your website have too little content, or too much?

If your company is like most, the answer is probably both.   Chances are that your website is missing some content that would help further your business objectives. At the same time, it also likely has some outdated, redundant or poor-quality content.  The Opportunity Cost of Too Little  Often people go to a company website with a goal in mind — [...]

By |2023-04-20T04:00:00-05:0009/27/2021|

The Subtleties of Voice, Tone and Style on Financial Social Media

Gone are the days when being active on social media is optional. Social media should be seen as an extension of a robust communications strategy; however, simply having a presence is not enough. Social media is an important place for firms to highlight media coverage, leverage thought leadership, reach new audiences and extend their brand’s reach.   Social media is an extension of an overall communications plan. Just as it is important to have a consistent [...]

By |2023-04-20T04:00:05-05:0006/17/2021|

Use Your Media Coverage to Drive Growth

Positive media coverage has long been considered a powerful tool for the top of the marketing funnel. Bylined articles, profile stories, quotes or mentions in a respected publication can build brand awareness and position a company as a source of trusted information and insight.   That’s even more true in today’s digital communications landscape, where the audience for any one article can expand exponentially via social media to far beyond the publication’s direct subscribers.   What’s more, since “publication” is no longer limited to a single point in time, savvy companies can strategically use media coverage to add value and drive growth at every stage of [...]

By |2023-04-20T04:00:06-05:0006/04/2021|
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