SMS – Financial Services Content Marketing Agency

Published Articles & Blogs

Why Your CFP Isn’t Enough Anymore: The Authority Gap in Financial Services

Meet Mitch and Karl — financial advisory professionals with practices in the same geographic region, targeting similar client demographics with comparable fee structures. Mitch has been working with clients for over 30 years and has an alphabet soup of industry certifications and designations trailing his name. Karl is a relative newcomer on the scene, having […]

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The Invisible Advisor: Why Your Financial Expertise Is Getting Lost on LinkedIn (And How to Fix It)

Let’s face it, you’ve spent years, maybe decades, building your financial expertise. You’ve mastered complex investment strategies, tax optimization techniques, and wealth preservation methods that could genuinely transform your clients’ financial futures. Yet on LinkedIn, it’s crickets. Your posts get minimal engagement. Your connection requests often go unanswered. And those high-net-worth prospects you’re hoping to

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Story Market Services Blog Post - Crafting a Good Story - Step 2

Crafting a Good Story  – Step 2: Analogies

To weave data-driven ideas effectively into a story, we must first simplify complicated concepts and leverage the power of analogies. Psychologists have identified that asking your audience to process a great deal of raw data, statistics, or complex information is cognitively challenging, and you risk diluting the impact of your message to mental fatigue. Instead,

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Story Market Services Blog Post - Crafting a Good Story - Step 1

Crafting a Good Story – Step 1: The Five “Whys”

I once attended a presentation given by Nobel Laureate Eugine Fama (he of the “efficient market hypothesis” fame) to a group of investment professionals.  He began his remarks by illuminating a screen with a large grid of numbers by way of an overhead projector, turned his back on the audience to survey the numbers, turned

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