by Ryan Thibodeaux, June 2021
Many of our clients run dual CRMs, both HubSpot and Salesforce, for various reasons. For example, HubSpot is typically the primary system for inbound and outbound marketing, while Salesforce may …
Read Moreby Ryan Thibodeaux, April 2021
The team at Goodwood Consulting is raising funds for the mission of Autism Speaks - enhancing lives today and accelerating a spectrum of solutions for tomorrow. Please support us by …
Read Moreby Jonathan Bale, March 2021
In support of our continued growth, Goodwood Consulting welcomes Lewis Clough, as Marketing Associate. Over the past 3 years, Goodwood has built a unique and compelling service offering for investment managers …
Read Moreby Jonathan Bale, September 2020
In support of our continued growth, Goodwood Consulting welcomes Gracie Miller, as Creative Director. Over the past 3 years, Goodwood has built a unique and compelling service offering for investment …
Read Moreby Jonathan Bale, August 2020
As digital marketing continues to evolve, so do we. At Goodwood Consulting, our mission is to continually find ways to improve, keep up with the latest trends, and help investment …
Read Moreby Ryan Thibodeaux, August 2020
In support of our continued growth, Goodwood Consulting welcomes David Askew, CFA as Managing Director. Over the past 3 years, Goodwood has built a unique and compelling service offering for …
Read Moreby 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 …
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