In financial services, the deal is not closed by the click. It is closed by trust that was built long before anyone filled out a form.
Most fund managers and advisory firms think of investor updates as an obligation. Something you have to send.
Marketing a financial firm has always been a different challenge than marketing almost anything else.
The SEC Marketing Rule is no longer new. It took effect in 2021 with a compliance deadline of November 2022.
There is a version of content strategy that is built almost entirely on assumption.p
In most industries, the testimonial is the workhorse of marketing. Simple, effective, proven.
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