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News & Insights

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 …

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Topics:HubSpotAutomationWorkflows

by 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 …

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Topics:Assets for Autism

by 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 …

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Topics:Meet the Team

by 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 …

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Topics:Meet the Team

by 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 …

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Topics:HubSpot

by 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 …

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Topics:Meet the Team

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 …

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Topics:Content Distribution

by 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 …

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Topics:AutomationWorkflowsCompliance

by 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 …

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Topics:Sequences

by 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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Topics:HubSpotSequencesAutomationWorkflowsComplianceEmail MarketingContent Distribution