Hey, it’s Brooks. Welcome to Mondays with Money Marketers, where Wall Street meets Madison Avenue.

As a quick reminder: We’re an email marketing agency for financial service firms. We use email to drive leads, increase conversion rates, reduce churn, and boost your bottom line.

We taught ourselves how to do everything above by growing our own newsletter, The Street Sheet, from 5,000 subscribers to 160,000 subscribers (and counting).

We then took what we learned and started helping companies like J.P. Morgan, SoFi, Empower, Benzinga, and more with their email and content marketing.

Every Monday, we share tips and tricks we’ve learned that you can implement yourself.

Before we dive in, here's a link to my calendar if you'd like to discuss how we can help you generate more business.

In today’s edition:

• How Augment Turned Content Chaos into a Scalable Engine

• Most firms fear compliance. Here’s how we embraced it.

• The power of consistency

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LINKS WORTH A LOOK

🗣️ Marketing News & Insights

• Marketers are moving at the speed of culture — but can they define it? (MarketingDive)

• I Tested the Top 5 Email Marketing AI Tools: Here’s the Smartest Way to Grow Your Audience (DesignRush)

• AI and email marketing: All hype or real game-changer? (MarTech)

💼 Industry News & Insights

• Advisor Sentiment Index: Market Outlook Turned Negative in March (AAII)

• Domain Money Launches Subscription-Based Financial Planning (BusinessWire)

• Chase gold or scoop up stocks? Advisors debate their next moves (Investment News)

🤔 Honorable Mentions

• Webull Founder Wealth Tops $5 Billion as SPACs Return (Bloomberg)

• Retail Investors Who’ve Only Known Bull Markets Are Buying the Dip (Bloomberg)

• Tariffs Are Roiling Markets. Here’s What Financial Advisors Are Telling Clients. (Barron’s)

DEEP DIVE

How Augment Turned Content Chaos into a Scalable Engine (While Navigating Compliance with Ease)

🎥 Watch the Full Interview: Sit down with Geno Z., Chief Revenue Officer at Augment, as he reflects on how Money Marketers helped them transform their content marketing—without the compliance headaches.

The Challenge: No Bandwidth, No Cadence, No Clear Plan

Augment is on a mission to make private markets more accessible—offering accredited investors access to pre-IPO companies through zero-fee SPVs and providing liquidity for private shareholders. As a fast-growing startup, their small team was laser-focused on building product and closing deals.

Marketing? It was important, sure—but it kept falling to the bottom of the list.

“We didn’t have much at all actually. Maybe a little bit here and there where we put something out once a quarter or so. But we didn’t have great cadence or a real strategy in place. - Geno Z., Augment

The Solution: A Full-Service Content Engine, Built for Finance

That’s where Money Marketers came in.

After an initial call in the fall of 2024, we got to work building out a custom content strategy, focused on three core pillars:

1. Content Calendar & Strategy – so Augment didn’t have to “go to the grocery store without a list”

2. Content Creation & Execution – including blog posts, memes, and educational deep-dives.

3. Compliance Coordination – managing Hadrius reviews and feedback to streamline the approval process

“We needed more expertise — someone with a background in financial services to write this stuff. We definitely have that now with your team.” — Geno Z., Augment

The Results: Consistency, Compliance, and a Growing Hub of Investor Education

In just a few months, the results have been night and day.

✅ 1 blog per week published on their new Augment Manual education hub
✅ Memes + content ideas aligned with investor sentiment and trending news
✅ Approval workflow that actually works, thanks to collaboration and feedback loops
✅ Compliance support through Hadrius

“Now we get at least one blog or project done a week — way more than we ever would’ve without your team.” — Geno Z., Augment

Perhaps most importantly, Geno and the Augment team aren’t spending precious time worrying about what content to write, whether it’s compliant, or how to get it live. They just review and approve—freeing up time for the work that moves the needle.

Beyond Blog Posts: Creativity and Collaboration

From launching Augment’s “Top Picks” investor report to injecting fun memes into dry finance topics, the collaboration has gone beyond basic blogging.

“The memes were definitely beneficial — some of them were really funny. It added something extra to the pieces.” — Geno Z., Augment

“You guys thought of making our ‘Top Picks’ for the year. That was one of my favorite pieces — helps readers know what Augment’s thinking and where to invest.” — Geno Z., Augment

The Compliance Angle: Making It Seamless

One of the most valuable parts of this engagement? Compliance.

In finance, compliance isn’t a luxury—it’s a requirement. But it's often a bottleneck that slows down content velocity. Our team at Money Marketers built a review process that integrates seamlessly with platforms like Hadrius, so by the time Geno and the Augment team see a piece, it’s 99% ready for approval.

“It definitely wasn’t something I enjoyed doing — so thanks for taking that over. Now I just give it a glance… Your team has been great at making the changes that we need to publish. The process is smoother now.” — Geno Z., Augment

Final Thoughts: From Chaos to Control

Working with Augment has been a perfect example of what we aim to do at Money Marketers: help high-growth financial companies offload their content marketing, navigate compliance smoothly, and build a content engine that scales.

“It's been seamless. It's easy to work with you guys — the job gets done on time.” — Geno Z., Augment

Ready to Automate Your Firm’s Content Marketing?

Whether you’re a fintech, fund, or financial service provider, our team speaks fluent finance—and we’re built for compliance.

Let’s take content off your plate, and turn it into your greatest growth asset.

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