What WFC is Reading: February 2019

Posted by Frank Kalman on Jan 31, 2019 3:17:23 PM

Here's a running list of the best and most interesting stories from the worlds of business, finance and marketing that we're reading this month.

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Topics: What we're reading

3 White Paper Ideas for Investment Banking and Private Equity

Posted by Scott Wentworth on Jan 28, 2019 12:03:47 PM

If you’re a financial services marketer, 2019 should provide no shortage of opportunities for you to show your expertise and weigh in on topics that your clients are curious about.

As we head into what should be a pivotal year for financial markets and the U.S. economy, our latest e-book features 19 ideas for topics that will be ripe for white papers, bylined articles, and other forms of thought leadership in 2019.

In a series of upcoming blog posts, I've written about different white paper and other forms of thought leadership ideas for different segments of the investment management industry.

First, we wrote about ideas for the institutional asset management industry; then, we wrote about ideas for private wealth management; and in this post, we present ideas for professionals in investment banking and private equity.

Finally, in our last post, we'll feature ideas for thought leaders working in professional services.

Of course, if you want to read all 19 of my ideas for financial marketers in 2019, you can download our e-book at the end of this post.

For now, here are three white paper ideas for financial marketers in the investment banking and private equity industries for 2019.

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Topics: White Papers

5 White Paper Ideas for Private Wealth Managers in 2019

Posted by Scott Wentworth on Jan 22, 2019 10:37:07 AM

If you’re a financial services marketer, 2019 should provide no shortage of opportunities for you to show your expertise and weigh in on topics that your clients are curious about.

As we head into what should be a pivotal year for financial markets and the U.S. economy, our latest e-book features 19 ideas for topics that will be ripe for white papers, bylined articles, and other forms of thought leadership in 2019.

In a series of upcoming blog posts, I plan on writing about different white paper and other forms of thought leadership ideas for different segments of the investment management industry.

Previously, we wrote about ideas for the institutional asset management industry, and in future blog posts we will write about ideas for investment banking, private equityventure capital, and professional services.

Of course, if you want to read all 19 of my ideas for financial marketers in 2019, you can download our e-book at the end of this post.

For now, here are five white paper ideas for financial marketers in the private wealth management industry for 2019.

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Topics: White Papers

7 White Paper Ideas for Asset Managers in 2019

Posted by Scott Wentworth on Jan 9, 2019 3:34:04 PM

If you’re a financial services marketer, 2019 should provide no shortage of opportunities for you to show your expertise and weigh in on topics that your clients are curious about.

As we head into what should be a pivotal year for financial markets and the U.S. economy, our latest e-book features 19 ideas for topics that will be ripe for white papers, bylined articles, and other forms of thought leadership in 2019.

In a series of upcoming blog posts, I plan on writing about different white paper and other forms of thought leadership ideas for different segments of the investment management industry.

Here, we'll start with institutional asset management, with future blog posts featuring ideas for marketers in the private wealth management, investment banking, private equityventure capital, and professional services industries.

Of course, if you want to read all 19 of my ideas for financial marketers in 2019, you can download our e-book at the end of this post.

For now, here are seven white paper ideas for financial marketers in the asset management industry for 2019.

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Topics: White Papers

What Playing Drums Taught Me About Financial Writing

Posted by Frank Kalman on Jan 7, 2019 9:19:12 AM

Long before I was delighting Wentworth Financial Communications’ clients with white glove writing and thought-leadership strategy, I was dazzling audiences as a drummer. 

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Topics: Asset Management Marketing, Private Wealth Management, Ghostwriting, Financial Writing Tips, LinkedIn Marketing

What WFC is Reading: January 2019

Posted by Frank Kalman on Jan 3, 2019 9:54:25 AM

Here's a running list of the best and most interesting stories from the worlds of business, finance and marketing that we're reading this month.

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Topics: What we're reading

Part 2: Attention Financial Advisors—Your Marketing Messaging All Sounds the Same

Posted by Frank Kalman on Dec 17, 2018 9:49:40 AM

Even the top financial advisory firms struggle to explain their differentiated value propositions on their websites and through their marketing.

This isn’t just a conclusion I came to after researching hundreds of financial advisory and private wealth management firms this summer as part of Wentworth Financial Communications’ business development efforts.

It’s according to a recent study by BNY Mellon’s Pershing unit, “Advisor Value Propositions: How Advisors Showcase Their Value—and What Investors Secretly Think.” The study mined the websites of “Barron’s Top 100 Independent Financial Advisors for 2017” and then queried more than 1,000 high-net-worth investors about the firms’ value statements.

Here, in the second blog post of a two-part series, we’ll feature additional takeaways from the study to supplement what we featured in our first blog post, along with our take on how firms can make their marketing messaging more unique based on the study’s findings and our experience. 

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Topics: Asset Management Marketing, Private Wealth Management, Ghostwriting, Financial Writing Tips, Video Marketing, LinkedIn Marketing

5 Lessons From Ebenezer Scrooge on Writing a Year-End Client Letter

Posted by Scott Wentworth on Dec 14, 2018 8:19:00 AM

A version of this post was originally published in December 2016; it was also republished in 2017 and has been updated yet again to reflect the economic and political developments of the past year.

The holiday season and the end of the year provide a great opportunity for financial services firms to reach out to clients. Writing a letter that provides valuable insight and strikes the right emotional tone, however, is easier said than done.

Believe it or not, A Christmas Carol, Charles Dickens’s classic tale about Ebenezer Scrooge and Tiny Tim, provides some powerful lessons that financial professionals can use to write a classic year-end client letter.

Here are five Dickens-inspired tips to keep in mind as you sit down to write this year’s letter:

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Topics: Financial Advisor Marketing, Financial Writing Tips

WFC in 2018: A Year of Transformation, Growth

Posted by Scott Wentworth on Dec 10, 2018 5:35:00 PM

Since Thanksgiving, I’ve spent a lot of time helping companies craft their year-end letters to clients, as well as helping my wife write and edit the letter we include in our Christmas card to family and friends.

While I’m in year-end-letter-writing mode, I wanted to update you on some of the biggest news from Wentworth Financial Communications in 2018. Here’s a brief recap of some of the most interesting challenges we helped clients tackle this year:

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Topics: Financial Writing Tips, About WFC

Part 1: Attention Financial Advisors—Your Marketing Messaging All Sounds the Same

Posted by Frank Kalman on Dec 5, 2018 10:55:17 AM

Over the summer, as I was conducting research for Wentworth Financial Communications’ business development efforts, I found something striking about the websites of nearly all the financial advisory and private wealth management firms I came across: they all looked and sounded the same.

Nearly every advisory firm boasts of its “holistic, comprehensive” approach to working with clients and its “investment expertise.” Their websites—many of which feature similar color schemes and stock photography—all included the typical, predictable industry jargon. It was as if they each bought an off-the-shelf industry template for their brand positioning. 

I’m not the only one noticing this. Prospective clients are, too.

Even the industry’s top financial advisory firms struggle to explain their differentiated value propositions on their websites and through their marketing, according to a recent study by BNY Mellon’s Pershing unit, “Advisor Value Propositions: How Advisors Showcase Their Value—and What Investors Secretly Think.” The study mined the websites of “Barron’s Top 100 Independent Financial Advisors for 2017” and then queried more than 1,000 high-net-worth investors about the firms’ value statements.

The study’s most alarming statistic: 63% of its high-net-worth investor respondents said that all financial advisors make the same promises in their messaging, making it difficult to distinguish between them.

Here, in the first blog post of a two-part series, we’ll feature a few takeaways from the study, along with our ideas for how firms can make their marketing messaging more unique based on the study’s findings and our experience.

Read More

Topics: Asset Management Marketing, Private Wealth Management, Ghostwriting, Financial Writing Tips, Video Marketing, LinkedIn Marketing