Don’t Make Compliance Your Enemy

If your company operates in a highly regulated industry like financial services, it’s not uncommon for the approval process for content to become contentious. But when compliance and marketing can’t see eye to eye, it can be both unpleasant and unproductive. Even if you outsource your compliance function, establishing and maintaining solid working relationships with the people who have the [...]

By |2022-06-10T06:59:05-06:0006/08/2022|

You have to give in order to get: Asset managers willing to educate others can help build awareness at the same time

Many portfolio managers, analysts and advisors tell us they are too busy to take the time to explain what they do. Many are also concerned about sharing their “secret sauce,” that what they say might be proprietary. But we tell our clients that they need to “lift the curtain” to transparently explain what they do and what they’ve consistently done [...]

By |2022-05-13T23:36:15-06:0005/13/2022|

Are you looking to gain more traction with your social media posts? Start with your own team

When our clients ask us how to increase their social media reach and engagement, we counsel them to look first at whether and how much their own employees share and like their corporate or thought leaders’ posts. The Twitter and LinkedIn algorithms that determine what is shown on a user’s feed favor posts that quickly attract high levels of engagement. [...]

By |2022-05-06T14:28:30-06:0005/06/2022|

Should you post views on a fast-moving international crisis?

Deciding whether to post commentary during a severe and fast-moving crisis, such as the Russia-Ukraine war, can be a conundrum. Asset managers may be reluctant to make macro calls. Wealth managers may have qualms about commenting on changes to portfolio composition. For both, hesitations boil down to these three reasons:   You don’t want to be wrong.    You don’t want to [...]

By |2022-03-22T13:48:03-06:0003/22/2022|

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|

Reporters are explicitly asking for diverse sources; are you ready?

We’ve been both delighted and terrified to see more and more reporters respond to pitches with: “That’s a great idea! Do you have anyone with a diverse background who could talk about it?” “Delighted” because of the progress the question signifies. “Terrified” because diversity can be tough to navigate in the context of a client/agency relationship. The development itself is [...]

By |2022-02-16T17:39:01-06:0002/16/2022|

Tap Your Resources to Generate Great Content

Financial services firms know that consistently creating content is a highly effective way to build their brands, gain new audiences and improve their competitive positioning. But while some firms never seem to run out of ideas or subject-matter experts (SMEs) with new insight, others struggle to fill a content calendar. But if you’re a financial advisor — or a marketing [...]

By |2021-12-09T17:29:20-06:0011/15/2021|

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|

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 — they [...]

By |2021-09-29T10:33:53-06:0009/27/2021|

LinkedIn: Is Your Firm Making the Most of the Social Media Platform?

   By now, most financial services firms are aware of the marketing power of LinkedIn. Even if they don’t use social media platforms such as Twitter or Instagram, it’s rare to come across a firm that isn’t on the professional networking site. LinkedIn says its members are 2x more likely to seek financial advice on the platform and are 1.7x [...]

By |2021-09-24T11:37:23-06:0009/21/2021|
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