Stories. Marketing is all about stories, or at least narrative. When done well, we organize the truth into a meaningful and impactful narrative… when done without integrity – or we’re not in touch with our...
Read moreNo secret that we think email marketing remains powerful – in many cases, the best tool in the toolbox – for the investor demographic. Great insights into the impact wording and design can make. http://bit.ly/11KSf16
Read moreThese two forces have historically been aligned, but not without tensions. The link below is a pretty cute look at the lay of the land. One thing I’ve always noticed is that sales and marketing...
Read moreAs a marketing guy, we’re usually trying to make an emotional connection. The common wisdom about investing, of course, is that one should leave their emotions at the door. And although we often see evidence Read more…
As we think about marketing opportunities in the investor world, this is a pretty big – and largely overlooked – one: http://cnb.cx/2j02a5p Take aways: $30 trillion in the next 3 or 4 decades will be passed from Read more…
Back in May, as robo-advisor WealthSimple passed the $1B AUM mark, PM Justin Trudeau took up their invitation and stopped by, making a few remarks. Nothing wildly out of the ordinary… a politician shining a Read more…
I have to admit it, I’ve got a soft spot for First Asset’s newest ETF: the DEX 1-5 year Laddered Government Strip Bond ETF (ain’t that a mouthful). To be honest, I haven’t slightest interest Read more…
Great article on the shifting gender tides in wealth management, and the industry’s struggle to keep up: http://bit.ly/10g3IbV women need more education and validation than men to make financial decisions women can easily detect whether an advisor Read more…
The best advisors and fund companies try to read two distinct (and often contradictory) “winds,” judging where their investing business is going. The first is the technical side of investing, the one every financial news Read more…
As the liberal-vs-conservative politcal divide continues to widen, Fortune’s Allen Sloan has a great little article on the circular debates around our America’s biggest fiscal challenges. Reminds me of Jonathon Haidt’s sage TED Talk about Read more…
Carl Richards is someone I admire – someone who has brought wise behavioural coaching to individual investors under the guise of money management. His latest article in the New York Times belittles technical indicators a Read more…