by Ryan Thibodeaux, December 2019
Investment advisors and portfolio managers alike often struggle articulating why Fund A is better than Fund B. While everyone understands absolute returns (the upside) and most have an appreciation for …
Read Moreby Ryan Thibodeaux, October 2019
Investment management firms frequently create marketing materials that are approved for "Institutional Use Only" or "Financial Professional Use Only", and therefore typically only use these materials in one-on-one communications with …
Read Moreby Jonathan Bale, October 2019
When you think of generating or nurturing leads, you probably think about follow-ups or touch points. Typically, this process starts with an email, then setting a reminder to send a …
Read Moreby Jonathan Bale, September 2019
The Goodwood Consulting team recently participated in the Ultimus Distribution Advantage webinar series, where we shared our insights and demonstrated the technology, tools and processes that we implement for our …
Read Moreby Abby Brown, August 2019
In the investment management industry, content assets like quarterly commentary are not just important in the marketing and sales process, but also client relations. Stakeholders want to hear what you …
Read Moreby Ryan Thibodeaux, August 2019
A huge shout out to Goodwood's fave Brit, Jonathan Bale, for qualifying for the 2019 U.S. Mid-Amateur Championship! JB made the cut by winning one of the 65 sectional qualifying …
Read Moreby Jonathan Bale, March 2019
As one of only a handful of Agency Partners focused on financial services firms, Goodwood leverages its unparalleled industry expertise with the power of HubSpot CRM, Marketing and Sales Hubs …
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