The investment landscape is undergoing a rebrand. What does this mean for wealth managers? Last month, the Ricciardi Group, a B2B marketing and strategy agency, hosted an enlightening discussion for anyone looking to shift audience perspectives and stand out from the crowd. The panel featured our Chief Marketing Officer, Hannah Shaw Grove, and leaders from HealthEquity, Talos (acquirer of Coin Metrics) and Heidrick & Struggles.
All of these companies have had to do more than reach their audience. They’ve had to start by reframing the way the industry thinks about core products, activities, roles, and behaviors in order to shift the dialogue away from default options and toward a broader, more balanced set of solutions.
Hannah shared her insights on how Foundation Source helps wealth managers think more expansively about deploying capital through philanthropy.
Key topics from the discussion included:
- Helping advisors and consumers think about products in new ways to deliver greater value and improve portfolio integration.
- Sourcing talent from other industries and sectors to drive change.
- Navigating reputational issues to build legitimacy and trust in the market.
- Tailoring messages for each audience to ensure pain points, priorities and preferences are adequately addressed.
- Selecting the marketing approaches that best support business strategy.
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