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- Check These Boxes to Make Sure Your Content Is WorthwhileClick here for a downloadable version. Pity the lone marketing manager—a department of one or two trying hard to spread the fund philosophy gospel to any and all who will listen. We hear it all the time—the lamentations of a new content campaign. The pushback from the CEO who doesn’t see direct ROI, the Portfolio […]
- 5 Tips to Shape Your Shareholder LetterFor a downloadable version click here. It’s that time of the year when portfolio managers, marketing, and compliance all perform the wonderful ritual of brainstorming clever unique ideas before running out of time and rapidly throwing together yet another quarterly letter. Years of working both in-house and as a consultant have sharpened my eyes to […]
- 1 Big Thing: Your communication style is outdated.The oldest millennials are in their mid-thirties and this could seriously impact how asset managers communicate with clients. Why it Matters: Older millennials are in decision-making positions at institutions, at consultancies, and at wealth management firms. They are a larger age cohort than Baby-Boomers They consume information differently that both Boomers and Generation X’ers […]
- From Commodity to Being Toasted Don Draper: “The Federal Trade Commission and Reader’s Digest have done you a favor…what Lee Jr. said is right, you can’t make those claims and neither can your competitors.” Lee Garner Senior: “So, we got a lot of people not saying anything that sells cigarettes?” Don Draper: Not exactly, this is the greatest advertising […]