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Ben Vivari

Most asset management professionals know it’s important to use visuals in client communications. Visuals hold the eye – and reader interest – better than a solid wall of words. But to get the biggest bang from your visuals, you need to know what does and doesn’t work.  We asked Seth…
You’ve got lots of great ideas for content. But how do you choose the right ideas and bring them to life in creative, relevant ways? That question was top of mind for attendees of our most recent Client Summit last month. The conversation centered on how to create content…
We all have a voice. It’s personal, formed by intangible characteristics like tone and expression. Your company has a voice, too. When you engage with a freelance financial writer, how can you be sure that the content will reflect your company’s voice? Recently, Purcell Communications held a series of…
When times are good, client reporting is easy. But when portfolios underperform, markets turn bearish, or key holdings run into trouble, clients get anxious. Communicating bad news takes finesse, and investment firms who do it well build lasting client relationships. The first rule for communicating bad news: Stay calm. Your clients will take…
Last year, you asked us for a white paper on how to “write tight” – create short, solid content in financial communications. So we spent six months researching, learning, and thinking about that topic, and we learned a few things. Most importantly, we’ve been putting the cart before the…
One of these things is not like the others: Jeff’s down-to-earth friend from high school helps him stay grounded. Tara’s golf instructor is hilarious and helps her have fun on the course. Elliott and his coworker, both dutiful dads, fill in for each other at work when family calls….
You’re pushing to make client communications more engaging. But you’re fighting tight turnarounds, client customization requests, and cautious stakeholders. It’s a tough job. That’s what we heard at our inaugural Client Summit last month, the first in what we hope will be a regular conversation about what’s on our…
Good content marketing is tricky. There’s a lot of it out there, and in a lot of different formats. How can you consistently generate content your clients will connect to? Over years of practice, we’ve learned that clients respond most positively to content that follows three rules: Right Content/Right…
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