What WFC is Reading: August 2018

Posted by Frank Kalman on Aug 1, 2018 10:39:03 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

Why WFC Is Doing Video—and Why Financial Marketers Should, Too

Posted by Frank Kalman on Jul 30, 2018 2:45:48 PM

Wentworth Financial Communications has recently joined the girl who teaches parents how to do the floss dance and Left Shark from Katy Perry’s Super Bowl halftime show as one of the Internet’s biggest YouTube stars.

Well, maybe we haven’t gone viral quite yet, but we have launched a series of videos to complement our written thought leadership. You can watch them by subscribing to our YouTube page or by following us on LinkedIn.

We started creating short videos to add a more engaging, live human element to WFC’s brand. If you’ve been a client or follower of ours since the beginning, you know that we’re experts at the written word, and we’ve spent a great deal of time showcasing our writing expertise through blog posts, e-books, and other forms of long-form written thought leadership.

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Topics: Financial Advisor Marketing, White Papers

WFC’s Guide to Social Media for Financial Marketers in 2018

Posted by Frank Kalman on Jul 23, 2018 9:54:24 AM

Believe it or not, social media isn’t just for posting funny cat memes or pictures of the perfectly prepared apple pancake you ate at brunch over the weekend. Social media is actually a powerful tool for establishing yourself as a thought leader in the financial services industry.

Whether you’re personally a social media enthusiast or not, there’s no denying the power of these platforms for connecting with your target audience and sharing articles that align with your area of expertise. This is especially true when it’s an article, blog post, or white paper that you wrote.

The days of simply posting the article on your website—and perhaps emailing it out to your distribution list—are over. Or at least they should be. To truly establish yourself as a thought leader and showcase your expertise, you need to use all of the tools at your disposal for getting your content in front of the right people at the right time. And social media is undoubtedly one of the most powerful tools.

But like any tool, you need to know how to use it, or you could cause some damage. Here are four things financial marketers should keep in mind when trying to promote their thought-leadership content over the various social media platforms.

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Topics: Financial Advisor Marketing, White Papers

Top 10 Reasons to be Excited About WFC COO Frank Kalman’s Move to Los Angeles

Posted by Scott Wentworth on Jul 17, 2018 9:35:03 AM

Wentworth Financial Communications now has a West Coast headquarters!

Well, sort of.

Frank Kalman, WFC’s chief operations officer, moved to Pasadena, California, just north of Los Angeles, along with his wife, Kelly, on June 20.

Kelly, a child psychologist with a Ph.D. from Northwestern University, recently started a new job as a user research specialist with an educational technology company in nearby Glendale that makes apps for kids, and Frank figured that—despite his deep Chicago roots and love of deep dish pizza—he probably should go along with her.

The good news is that, although we’ll miss Frank being in WFC’s Chicago headquarters every day, the digital nature of our business means he can still do his job from the West Coast. In fact, I’m told that Frank’s new apartment features a sleek loft office space that will effectively become WFC’s new West Coast outpost, allowing him easy access to prospective clients in Los Angeles, San Diego, San Francisco, and—hopefully someday—Honolulu, among other cities in the region.

Here are 10 reasons to be excited about Frank’s western migration.

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Topics: Background

What WFC is Reading: July 2018

Posted by Frank Kalman on Jul 16, 2018 9:34:31 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

Why the White Paper is Still King in the Era of Digital Content

Posted by Frank Kalman on Jul 9, 2018 10:54:42 AM

In today’s era of bite-sized digital content, it would be easy to dismiss white papers and other long-form articles like VCRs and flip phones—outdated relics that have outlived their useful purpose.

After all, when one of the most prevalent content mediums—Twitter—says that anything longer than 280 characters is pushing the limits of people’s attention spans, why would anyone want to invest the time to write a 3,000-word white paper, especially considering that most of your audience will be reading it on a smartphone or tablet?

The same could be said for the other prevailing notions around how people consume content in 2018. Whether it’s the popularity of online video or people’s penchant to listen to podcasts while on the go, it may seem like an unpopular time to be a champion of using long-form written content as the focal point of your thought-leadership content strategy.

Yet, dismissing long-form written content like the traditional white paper might be shortsighted—especially for marketers in the financial services industry and other fields where the company’s primary form of differentiation is the expertise of its people.

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Topics: Financial Advisor Marketing, White Papers

What WFC is Reading: The Week of July 9, 2018

Posted by Frank Kalman on Jul 9, 2018 9:46:45 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 week.

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Topics: What we're reading

What Financial Marketers Need to Know About the Rise of Socially Responsible Investing

Posted by Frank Kalman on Jul 2, 2018 11:22:36 AM

Investors are increasingly wanting to add purpose to their portfolios.

Roughly $8.7 trillion was invested in accordance with sustainable or responsible investment strategies in the United States in 2016, according to data from US SIF: The Forum for Sustainable and Responsible Investment. That represents a 33 percent increase from 2014, the last year the group collected data, and about one of every five dollars under professional management in the United States.

The growing popularity of this form of investing has taken on many names, from impact investing to socially responsible investing (SRI), mission-related investing, and environmental, social, and governance (ESG) factor-based investing. Driving the trend is a desire from investors—retail, high-net-worth, and institutions—to be more conscientious about the social forces behind their returns.

But this growing corner of the investment universe is full of confusion around what sustainable and responsible investing means and how it’s applied. Moreover, how are different players in the investment industry—institutional asset managers, private wealth managers, research firms and advisories, among others—approaching the subject with their clients?

On June 19, representatives from across the asset management industry tackled these questions as a panel for members of the Chicago chapter of the Financial Communications Society. The event, “Impact Marketing for Impact Investing,” gathered roughly 50 marketing and sales executives from the financial services industry at the Union League Club of Chicago. Wentworth Financial Communications’ very own Scott Wentworth moderated the panel.

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Topics: Financial Advisor Marketing

What WFC is Reading: The Week of July 2, 2018

Posted by Frank Kalman on Jul 2, 2018 9:19:27 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 week.

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Topics: What we're reading

What WFC is Reading: The Week of June 25, 2018

Posted by Frank Kalman on Jun 27, 2018 8:53:44 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 week.

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Topics: What we're reading