Marketing Insights | Financial Appeal

On occasion I overhear some saying, “all asset managers are the same.” While we all know that may not be true, performance of services often only ranges a few basis points, making the differentiation between firms harder to distinguish for some. Asset Managers have a great need to find a way to stand out from […]Continue reading

Navigating the compliance complexities of the financial services industry while promoting events can be tricky. What marketers can do, however, is to look for more creative solutions to build engaging, yet compliant event emails. Previously we discussed the importance of a call-to-action and now, we’ll cover additional ways to enhance your financial events emails. Offer the […]Continue reading

Holiday season may be drawing closer but as you devour pumpkin-spiced everything, we’d like to draw your attention to an exciting industry event. The PAICR 2017, organized by the Asset Management Marketing Association. PAICR is a great opportunity for financial marketers to meet and connect with like-minded peers and discuss the state of the industry. […]Continue reading

Promoting financial events is exciting – there’s always a buzz, you see lots of preparations. Most importantly, however, it’s a good opportunity for a clearly visible return on investment. Regular emails usually contain a number of catchy phrases, images, freebies and special deals with great urgency to not miss out. However, email marketing for events-based […]Continue reading

Just when you think you’re finished putting together the perfect event invite email, you realize it still needs a subject line. A bead of sweat forms on your brow since you are well aware that 33% of email recipients open an email based solely on the subject line (Convinceandconvert.com). The turn of a phrase or the […]Continue reading

Planning an individual conference or event is demanding and labor-intensive. Add on more than a dozen different cities, venues, and guests, and you’ve got a stressful few months ahead. Hosting a successful roadshow requires lots of preparation, but more important than reserving the venue, gathering the speakers and hiring the lighting crew is nailing down […]Continue reading

You plan your event, secure the fund manager of the moment and curate a program to entice any advisor. But what really makes an event a success? We look at ten areas that can make or break an event despite your spectacular line up.Continue reading

Today in Washington D.C., thousands of United States citizens are flocking to the nation’s capitol building to witness a time-honored tradition that harkens back to the gilded age. The day promises parades, speeches, concerts, fancy galas, and as much pomp and circumstance as one city can handle. However, much like a wedding, the somewhat somber institution of […]Continue reading

Since its often your top clients attending your events, you have to do everything you can to make every aspect of your event easy and enjoyable to ensure they leave with a positive view of you and your firm. But, it can be tough just getting people’s attention, let alone holding it, so we’ve created a […]Continue reading