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 …
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 Goodwood Consulting, 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 …
Read MoreThe team at Goodwood has served in every role within the investment management industry over the past 20 years, which gives us a highly differentiated skill set to help our clients. To learn more, schedule an intro call.
