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Financial communicators are tasked with producing valuable, accurate content. They’re also increasingly being asked to push out highly customized deliverables in a shorter timeframe, leading to a need for new processes and systems to create efficiency for their teams. For our Fall 2020 Client Summit, we asked communicators from…
Keeping an audience’s attention is challenging – and it’s even more difficult in a post-Covid world. Many financial communicators are grappling with adapting their presentations for a virtual environment and creating value for attendees. In our October 2020 event, we asked Kris Detwiler, CFA, CPA, to share some of…
What makes a compelling presentation? You asked us that question earlier this year, and we thought, who better to talk to than our excellent colleague, Kris Detwiler?   Kris Detwiler, CFA, CPA, is a financial content and marketing expert with a particular focus on helping companies improve presentations. She’s…
We’ve identified three primary communication problems for ESG investing: Murky Terminology, Evolving Context, and Stubborn Perception. In this second in a series of reports, we are looking closely at the rapidly evolving context around ESG investing, and in particular ESG data. We’ve examined the research into what ESG data…
Communication is trust, and communicating during a time of crisis is a great test of trust. One way to ensure you succeed is to be open about who you are as a company — to reveal your motivations and reflect your company’s persona. In this edition of Versus, we…
“Unprecedented.” It’s a word we keep hearing. But I think it’s a fitting word to describe current circumstances, don’t you? I’d bet it’s the first time any of us have had to think about how to talk with investors during a pandemic.  The pandemic has certainly challenged all of us to…
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