Sandra Oshiro
Fractional Director of Communications - Financial services
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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...
Most financial firms think of content as marketing.
The best ones think of it as business development.
𝗧𝗵𝗲 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝗰𝗲:
Marketing content: "Here's our Q3 market update."
Business development content: "Here's what we actually think about whats happening in Q3, and...
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.
When the Dow crossed 50,000, most financial content split into two camps: breathless celebration or anxiety warnings. This LinkedIn series took a third path - acknowledging the discomfort many investors feel at market highs, then reframing it as normal rather than predictive
