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News & Insights

by 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 …

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Topics:News

by Jonathan Bale, August 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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Topics:HubSpotSequencesAutomationWorkflowsComplianceEmail MarketingContent Distribution

by 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 …

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Topics:HubSpotEmail MarketingContent Distribution

by Ryan Thibodeaux, July 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 …

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Topics:AutomationWorkflowsCompliance

by Jonathan Bale, July 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 …

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Topics:Sequences

by 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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Topics:HubSpot

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