Layup is the financial services marketing agency that works with wealth managers, RIAs, fintechs & more.
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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Most content strategies fail before they start, because they never answer the most important question: What do we actually believe?
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Ask almost any financial advisor where their best clients come from, and the answer is often the same: referrals.
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