Why Is Your Money Manager A Mister To Me?

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Here’s another item for you to toss on your list of “Pending Threats To The Way We’ve Always Done It.” Taking action on this item will be messy. It crosses a few functional areas, it can be linked to no business or revenue objectives, it’s too small to attract the interest of an advocate and you may find that you’re poking a hornet’s nest.

Still with me? Here’s the initiative: It’s high time that you retire the courtesy titles used in your communications when you refer to your economists, strategists, portfolio managers and analysts.
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3 Examples Of Award-Winning Interactive Work

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People can be cranky about marketing awards. As in: “Well, we’re not doing this to win awards, you know.”

But I happen to think that awards serve a purpose. They encourage the competitive spirit that can lead to winning not just awards but business, they put a bounce in the step of the marketing teams and—most relevant for this post—they give the rest of us a glimpse of what others judge to be the best, even trend-setting work.
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Analyzing Mutual Fund, ETF Webinar Performance

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What self-respecting asset management firm hasn’t hosted at least one Webinar in the last year or so? Mutual fund and exchange-traded fund (ETF) marketers have seized upon Webinars as a way to present their thought leadership and, when trade publications and others’ lists are involved, broaden their reach (aka generate leads). Although daunting for some early on, the mechanics of Webinar production are straightforward and processes have been worked out.

So, how are you doing? Or, should I ask how your analysis of how you're doing is doing?
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Surely We Can Do Better Than E-Delivery

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Digital is always better. That’s been my worldview for years now and digital never disappoints. Well, almost never. One use case that really hasn’t proven itself yet is the electronic delivery of documents or e-delivery.

By all rights, e-delivery should be a win-win. The cost-efficiency benefit to the investment company is clear, and investment company marketers have long tried to persuade shareholders of the benefits to them. E-delivery (whose very name suggests how long this movement has been underway) offers certain, fast and secure delivery, it’s convenient and it's good for the environment. But no matter the size of the sweepstakes we run to coax shareholders into turning off the paper, they aren’t budging.
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