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"Robo-advisor" isn't the last interloper.

Very useful overview of how ‪"fintech"‬ firms are taking business from traditional "gatekeepers" of payments, lending, and investment. Great links, too! By Julia Greenberg in +WIRED.
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Have you ever felt your life draining away as you sorted through the hyperbole of choice on Amazon in order to find the precise item you want?

Hope beckons. +Aaron Shapiro, CEO of +Huge, writes in +Fast Company Design,  "The next big breakthrough in ‪ #design and technology will be the creation of products, services, and experiences that eliminate the needless choices...and make ones on our behalf, freeing us up for the ones we really care about: Anticipatory design."
In the future, the design around us will sweat the small stuff, writes Huge CEO Aaron Shapiro.
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Very useful post on crosscultural marketing by +Nataly Kelly of +HubSpot: especially (for me) CTAs and using universal symbols like the stop light instead of stop signs that need translation.
Learn tips for creating content that appeals to your entire audience, no matter where in the world they come from.
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Do you feel in command of Q & A , the "main event" of an earnings call? If you're a ‪#‎CFO‬, you'll need to brush up, according to James Willhite of the +Wall Street Journal.

What else? No surprises, if possible, and no overstatements.
Some finance chiefs rely on preparation strategies to help minimize the risks during quarterly earnings calls and to stay focused during a potentially combative analyst Q&A.
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An impact of ‪content marketing  ‬ that I don't see discussed too often is that marketers are working with journalists.

This eye-opening post by Ryan Galloway via +Contently puts marketers in journalists' shoes.
Here's what you need to know in order to attract—and keep—the kind of journalistic talent that drives great content marketing.
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+Top Dog Social Media's insights from #smmw15 ‪ ‬ are very useful to scan, for tips about marketing tactics you may want to try (e.g., Pippity, which I wasn't aware of).
A collection of 50 quotes & tips from the brightest minds in social media at #SMMW15 in San Diego including Mari Smith, Jay Baer, Chris Brogan & many more.
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+Luke Hinchliffe's discussion of infographics, via +Kurtosys, makes me interested in using them!

There's a look at 19c. and 20. infographics, with historical examples. My favorite may be a meticulous diagram depicting the spread of cholera in relation to London temperature: "A theory that was later proved to be incorrect...."

The discussion of 5 types of infographic, with your data set dictating which you choose, is most helpful.
Does your data tell a story and can you visualize it? We look at the history and thought processes behind data visualization and successful infographics.
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What will be the most important skills for investment pros in 10 years?

According to +CFA Institute Financial NewsBrief readers, ‪ #communication ‬ via several channels will be a close second to quant skills.
Given the rapid pace of change in the finance industry in recent years, it’s hard to foresee what types of skills will prove most essential to investment professionals in the years ahead. So we ask...
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How can financial advisors best reach millennials?

According to Kayla Shaw of +Digital Agent,  use #socialmedia in ways that reflect the value they place on experiences that can be shared.
A look at one of the ways in which Advisors can market to the Millennial generation.
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Great post from +Pat Allen about how the assumption that digital ‪mutual fund and ETF marketers control the context of online #communication makes it "less forgiving" than print.

With 7 "don'ts."
7 Examples Of How Context Matters For Mutual Fund, ETF Marketers. By Pat Allen on Apr 09, 2015 07:30 am. You can't control the U.S. mail. If your large cap growth promotion happens to arrive at a financial advisor's office on a day when the stock market is tanking, well, that's how it is.
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Ever think you need to go back to basics?

+Heidi Cohen's  discussion of ‪earned media  is very thorough and persuasive, with useful links.
Do you know what earned media is? Earned media defined by 7 attributes to help maximize your marketing and PR results. Includes examples.
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Marketing communication consulting, writing/editing, and presentations for financial and professional services, NY NY.
Introduction
My clients face communication challenges involving complex transactions, processes, and services. Solutions for them apply expertise in web-based content marketing, brand communication, presentation, and persuasion. I developed my methods and materials as adjunct Associate Professor of Management Communication in NYU’s MBA program (1990-2004), where I developed and taught the highly rated "Communication for Financial Executives," and update them continually for new media.

Clients also benefit from my humanities background, as consultant in program development and evaluation and on the faculties of Bryn Mawr College (English) and the University of Pennsylvania (Urban Studies). Client services include:

✓ Writing/editing: marketing materials, blogs, articles, white papers, case studies, website copy, proposals.

✓ Visual communication: branding; visual content for social media; presentation and data visualization.

✓ Consulting on persuasive communication with internal and external audiences and stakeholders.

See examples of Becker Consulting Services' approach at Susan's SlideShare page and Susan's LinkedIn profile.

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