Sandra Oshiro
Fractional Director of Communications - Financial services
- 1
- Followers
Most financial firms think of content as marketing.
The best ones think of it as business development.
π§π΅π² π±πΆπ³π³π²πΏπ²π»π°π²:
Marketing content: "Here's our Q3 market update."
Business development content: "Here's what we actually think about whats happening in Q3, and what it means for the clients we work with."
ππ£π ππ¨ π£π€ππ¨π. ππ£π ππͺππ‘ππ¨ π π§ππ‘ππ©ππ€π£π¨πππ₯.
The firms I respect most in this space aren't publishing content to check a box. They're publishing because they genuinely have something to say, a story to tell, and they've realized that saying it publicly is one of the most efficient ways to find clients who already agree with how they think.
You don't need to be everywhere. You don't need a podcast and a newsletter and a YouTube channel.
You need one channel, one consistent voice, and something worth saying. That's it. Start there.
1
32
Organic B2B social post positioning VOS as the marketing and operations partner for financial advisors. Pain-point-led content designed to drive awareness and site traffic.
0
29
Omega serves ultra-high-net-worth families most wealth management firms can't, because their planning fee isn't tied to assets under management. This two-sided piece was designed to equip other professionals to confidently refer clients.
The positioning call: lead with the financial terms (20% ongoing revenue share, non-exclusive, 2x buyout) paired immediately with compliance requirements. This was the choice as opposed toΒ Β opening with client benefit language, because advisors evaluate referral arrangements on upside and legal clarity first. Page 2 reframes the fee structure from a one-time referral bonus to durable passive income, with a worked dollar example to make the 20% concrete.
2
38
Brand Transition: Logo Animation for Financial Advisor Rebrand
0
29