The Case Against Traditional Lead Gen in Long Financial Sales Cycles
There is a marketing playbook that most financial firms run, and it is worth saying plainly that it does not…
Read More →Layup is the market leading financial services marketing agency that works with asset managers, RIAs, fintechs, ETF sponsors & broker-dealers.
There is a marketing playbook that most financial firms run, and it is worth saying plainly that it does not…
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In financial services, the deal is not closed by the click. It is closed by trust that was built long…
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Most fund managers and advisory firms think of investor updates as an obligation. Something you have to send.
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Marketing a financial firm has always been a different challenge than marketing almost anything else.
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The SEC Marketing Rule is no longer new. It took effect in 2021 with a compliance deadline of November 2022.
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There is a version of content strategy that is built almost entirely on assumption.p
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In most industries, the testimonial is the workhorse of marketing. Simple, effective, proven.
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Every marketing team has a dashboard. Most of them are measuring the wrong things.
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Prospecting in financial services has never been harder to do the old way, or easier to do the right way.
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The creator economy has turned all marketing upside down. And the B2B firms paying attention have started to understand why.
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