Content is king. But it’s also killer. That message was heard loud and clear this week, when I presented at The Future of Financial Services Communications: Case Studies and Round Tables. Afterward in a series of round tables, we heard time again from marketing and...
For the past five years, you have championed your Chief Investment Officer. You have promoted this person to the market. You have introduced him or her to one client after another, applauding a defined investment thesis, convincing the world of its right and might....
When Buckingham Asset Management recently installed David Levin to the newly created position of chief marketing officer (CMO), they became part of an emerging industry trend with RIAs seeking to institutionalize their marketing efforts in search of a realized...
Last month marked my tenth year working in financial communications, and the only constant over that time has been change and challenge. Breathtaking really, and while looking back, a few themes emerge: 1) It’s not about performance, stupid, or is it? Time and again,...
