In the world of RFPs and DDQs, DEI (diversity, equity, and inclusion) and ESG (environmental, social, and governance) questions are becoming commonplace. More than commonplace actually – they are becoming demanding. Institutional investors need to be ready to answer questions about your diversity and your commitment to responsible investing. And so they are asking more frequent and more detailed questions about ESG and diversity. But answering those questions…

For FAs and Wealth managers, communicating with clients is harder than ever, and nowhere is that more evident than with the growing ESG field. Your clients need to see your expertise, but they also want to know you share their values. That’s why we recently held a Summit with…

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…

During our Fall 2019 client summit, we kicked off the conversation with a big question: Is there a good way to deliver bad news? As we expected, attendees had lots to say on the topic. From timing of delivery to deciding whether to take a reactive or proactive approach,…

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…

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…