Content may be king—but style never goes out of style. When asked to write marketing copy for a client, I’ll focus first on covering the points the client wishes to convey. But that’s the easy part. The real challenge lies in formulating content in the company’s individual style. By “style,” I mean the distinct tone [...]

It happens every year: The day after the Super Bowl, everyone is talking about the game, the halftime show and, of course, the commercials. An article in Smart Money,“10 Things the Super Bowl Won’t Say,” points out that with an audience of 111 million, a 30-second ad spot in this year’s game went for an [...]

The first time I heard the term “financial products” was in the early 1980s. I found it odd. I was writing an article about fixed income derivatives for the newsletter of a major bank. The product manager I interviewed referred to them as “products.”  I pictured boxes stacked on a shelf at Food Emporium, like [...]

A highlight of the Marketing Wealth Management summit in Toronto last week was seeing Tony Gurnsey, Wilmington Trust’s chief client advocate, discuss the evolution of the industry. He compared the dynamic between the financial advisor and the wealth management firm to the relationship between a jockey and horse. Twenty-five years ago, he says, clients were [...]