Formerly White Marble Consulting
Companies outsource for countless reasons, but one area that is becoming increasingly popular is strategy. Some people might recoil at the thought; afterall, isn't that a key business priority that should be safeguarded in-house? But an outside perspective and access to wider industry expertise could make the difference between coming up with a broad plan or crafting a step-by-step strategy of how to achieve your goals.
Advisers need technical understanding to be able to assess increasingly complex strategies and the fluency to explain them to clients in a Consumer Duty world. Product brochures and factsheets alone no longer suffice. In response, leading firms are building educational platforms where advisers can learn, ask questions and get help when taking the theoretical and making it tangible.
ETF interest has continued to boom across both retail and institutional markets, driven in part by rising financial literacy on platforms like TikTok and Instagram. As retail investors grow more confident, active ETFs have emerged as a compelling option because they offer a streamlined pathway to strategy, flexibility, and downside management. But with growing popularity comes strong competition.
Marketing without an understanding of your target audience is akin to shouting into a void. If you don’t know what your audience wants, how can you deliver messaging and activation that catches their attention, resonates with their needs, and compels them to engage with you? With this in mind, asset and wealth managers who want to connect more strongly with their customers and create tailored, impactful marketing strategies must have a strong foundation of client segmentation.
Metadata isn’t flashy - it doesn’t headline campaigns and isn’t projected onto billboards. Firms that treat metadata as core infrastructure - not back-office admin - build content ecosystems that are easier to manage, adapt and grow. In a high-volume, high-stakes sector like wealth and asset management, this structure is the difference between scattered output and strategic impact.
Moments of external turbulence should prompt internal reflection. What are the values and beliefs that ground your business? What commitments have you made to your clients, to your team, and to your long-term strategy Marketing teams should start by convening internally: revisit your brand pillars, your client promises, and your mission statements. These are your anchor points.
Concentration risk is not just a cause for concern when it comes to your investments, it is also a potential problem in your workforce. Maintaining a narrow concept of talent and capability means companies are overlooking a powerful and underutilised group that could spark some true innovation
Viewing marketing as a siloed, downstream function ignores its strategic potential. The most effective marketing teams are not idly waiting for instructions; they are involved in key discussions across the company
As winter gives way to spring, many of us develop an inexplicable urge to clean and get rid of unused or broken items. It can be therapeutic. While we don't recommend marketing teams go full 'Marie Kondo', setting aside time to get your house in order, at least once a year, is good practice.
AI is learning at an accelerated pace but it's not quite ready to run on its own, so it should be used with caution - especially by content teams. That said, there are some ways it can make tasks more efficient but the human touch remains non-negotiable.