OppenheimerFunds on the separation of mutual fund marketing and sales
Differentiation is a big challenge for mutual funds companies. Part of how OppenheimerFunds tackles this is through the separation of marketing and sales, said Marty Willis, chief marketing officer. She spoke on a mutual fund distribution panel at NICSA’s General Membership Meeting in Boston on Oct. 6. Creativity, not just sales support When sales and […]
Citi on financial services’ biggest potential social media mistake
“Where are financial services companies most likely to go wrong in their use of social media?” This is the question I asked of the panelists on “Social Media in the Workplace” at NICSA’s General Membership Meeting in Boston on October 6. Surprising answer from Citi’s Butcher I liked the answer given by Paul Butcher, director […]
White papers: Great training for your ghost blogger
Busy financial advisors may seek ghost bloggers to write blog posts for them. As a ghost blogger for a registered investment advisor, I’ve stumbled on a great way for you to train your ghost blogger: Hire the writer to craft a white paper before she or he starts ghost-blogging. Advantage: White paper immerses writer in […]
For RIAs: Is this good marketing? Better practice for fiduciaries?
Registered investment advisors, how much should you disclose when you use articles written by others? Is it okay to slap your name on articles largely written by others? What if those articles may also appear under the names of other advisors? Below is a question posed by one of my readers. Several DFA staff members […]
Guest post: “Subject Lines: Are you reading this?”
Kristin Harad writes irresistible, conversational email subject lines. I feel as if her emails are addressed to me, so I open them even when they’re part of a mass mailing. I’m delighted that Kristin shares her subject line secrets in her guest post. Subject Lines: Are you reading this? by Kristin Harad, CFP® When you […]