It was in June 2008 that I joined the marketing department at large wealth management firm. Barely three months later, the world had changed. Investors endured significant portfolio declines in the following weeks, and financial advisors, wealth management firms and other financial services companies scrambled to pick up the pieces.
Author Archives: Kevin Claypoole-McCloskey
Playbook: Certainty in uncertain times
It can seem like there’s no playbook for the COVID-19 crisis, but more than ever it’s crucial to communicate with clarity, conviction and purpose. We have pulled together actionable insights in a helpful content marketing guide.
6 content marketing lessons from Christmas films
You may not have realised it, but seasonal movies are in fact all about content marketing. From measuring ROI to personalisation, we reveal the content marketing messages hidden in six famous festive flicks.
Why customer retention should be the marketer’s North Star metric
Marketers will be familiar with ‘the funnel’ – the marketing model that maps out the theoretical, simplified customer journey towards the purchase of goods or services, originally conceived by American advertising advocate E. St Elmo Lewis back in 1898. The funnel narrows from lead generation at its top, through consideration to conversion: the sale.
How top asset managers drive LinkedIn engagement
LinkedIn is a primary channel for Asset Managers to connect with current and potential clients.
The top 10 asset management firms in the world have millions of LinkedIn followers between them. Importantly, Editions Financial research shows that the top brands are successfully seeing double-digit annual growth in their audiences on this platform and earning thousands of engagements.
Which UK insurance brands are performing on social media?
UK Insurance company social media benchmarks 2019
Editions Financial’s strategy team has crunched 12 months’ worth of data from more than 100 social media accounts to find out which UK Insurance brands are performing on social media.
The importance of content marketing for events
How to build a content marketing for events strategy in financial services.
How to attract the next generation of wealthy investors
The transforming demographics of global wealth provide an exciting opportunity for financial services marketers ready to fully embrace change and capture a new wealth audience.
In this the second part of a two-part series we examine the forces at play, from the concentration of wealth in the hands of women to the impact of an increasingly entrepreneurial culture, and the shift towards greater diversity, both within societies and in terms of global wealth distribution.
In part one, we explored the effect of the wealth audience shift to Generation X and Millennials. If you missed it, read it here.
How to be a B2B insurance thought leader
Thought Leadership. Everyone does it, right? But not everyone does it right. Executed well, thought leadership content can create a competitive advantage in a crowded field, influence the decision-makers that matter, and generate leads for your business.
How to create accessible content
Making content accessible should be a key pillar of content strategy and content creation. Nearly one in five people in the UK and around a billion people worldwide – 15% of the human population – live with disability.