Effective content marketing for financial technology companies
Life is harder for financial technology salespeople today. It’s not only the economy. It’s a change in how companies make decisions. They’re relying more on word-of-mouth and Internet research. As a result, buyers are waiting longer to speak with salespeople. Luckily for financial technology companies, Candyce Edelen of PropelGrowth has a thought leadership solution. Edelen […]
Independent vs. wirehouse approach to social media
Want to hear from two of the women who are pioneering social media use in financial services? Watch this webcast featuring Cathy Curtis of Curtis Financial, an independent advisor, and Lauren Boyman, director of social media for Morgan Stanley Smith Barney. The webcast was organized by LinkedIn. If you listen carefully, you’ll hear Curtis identify […]
My process for writing your financial white paper
How does the process work when you write a white paper? Prospective clients often ask this question. Here’s a chart that shows how I typically tackle a white paper. Of course, the process can be adapted to your needs. Questions? Ask away!
No batteries required: My favorite blogging technique
If you’re a blogger, you’ve probably struggled to find time to write. Me too. Blogging on vacation My favorite place to blog – and to develop a warehouse of posts – is on an unplugged vacation. In fact, I’m writing this post in black ink on a steno pad. My boxy printing and black ink […]
Reader challenge: Rewrite this sentence to make it more powerful
Are you up for a challenge? Try rewriting the following sentence to make it more powerful. Our firm has managed money for wealthy investors for 33 years.