Best practices for institutional asset manager websites–Can you add anything?
Best practices for institutional asset manager websites don’t get as much attention as retail sites in the blogosphere. So I’m asking all you seasoned institutional marketing experts to help compile a list of best practices. In this post, designer Margaret Patterson offers tips on firm-specific information, educational content, and search optimization for institutional investment management […]
Career strategies for wealth managers without a “book of business”
“I can’t get a job because I don’t have a book of business.” I’ve heard many CFA charterholders in the field of wealth management say their career prospects are limited by their lack of clients who will follow them to a new employer. If you’re in this fix, I have some suggestions for you, thanks […]
Writing for your readers: A lesson from novelist Michael Cunningham
Who are you writing for? Answer this question correctly and you’ve taken a big step toward writing a successful blog post, article or other communication. When novelist Michael Cunningham asks this question of his students, 90% say they write for themselves. Cunningham thinks they’re missing an important point. “…writing is not only an exercise in […]
Introducing Susan to marketing managers at investment and wealth management firms
White papers, articles, and investment commentary are great marketing tools. But it’s not easy for your firm’s experts to find the time—or maybe the skill—to turn their insights into compelling prose. I can help. I can interview your subject matter experts, review research materials, and write a piece your company can publish under its name. […]
Business plans for financial planners: Low-cost options
A business plan can help you launch your new financial advisory or investment management business so it’s destined for success. Or it can help you ratchet up the growth of a business that’s lagging. Gwen Moran, co-author of The Complete Idiot’s Guide to Business Plans, said, “The process of mapping out a business plan can […]