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

As a quick reminder, we provide flexible, compliance-approved content solutions for financial service firms to help retain clients and generate leads.

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:

• Getting rid of your compliance headache

• Digital marketing trends to watch next year

• Inside Goldman’s marketing push

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LINKS WORTH A LOOK

🗣️ Marketing News & Insights

• How to Optimize for CTOR in Email Marketing (DM News)

• 6 Tips for Building and Elevating Your Email Marketing Strategy in 2025 (Estate Agent Today)

• Digital Marketing Trends For 2025 And Beyond (Forbes)

💼 Industry News & Insights

• Inside the Goldman Sachs Marketing Push That Has Some Execs Perplexed (Business Insider)

• Why Investment Bankers Struggle to Cross-Sell Wealth Management (FN London)

• Financial Services Revenues Could See 52% Boost from AI Adoption, Report Finds (Investment News)

🤔 Honorable Mentions

• Social Media Marketing for Financial Advisors (Blackrock)

• SoFi Debuts Revamped Robo-Advisor: New Fee, More Investment Options (Barrons)

• ETFs Are Becoming an Active Choice for UK Investors (FT)

DEEP DIVE

Compliance Tips for Financial Email Marketing

Let’s face it — when it comes to creating content in the financial space, sometimes it’s the biggest headache in the world.

One of my first jobs at J.P. Morgan’s Private Bank was filling out KYC (Know-Your-Customer) applications for new clients.

That might’ve been the only thing worse than trying to get a newsletter approved.

But in the same vein, it was the process of dealing with compliance that drove me crazy. I’m not going to lie, it legit gave me headaches sometimes.

Some of our clients experience these same headaches when they’re trying to publish content. How could something seemingly so simple be so hard?

That’s where we come in. Think of us as a digital Advil that you can pop to make all of your compliance problems go away.

In reality, it’s never as simple as that. And for what it’s worth all of the compliance folks we’ve worked with are wonderful people doing a difficult and necessary job.

However, we have developed a framework that makes this part of the content creation process seamless so you can focus on what you do best: growing your business.

Let’s dive in.

Step 1: Creating Content that’s Compliant (and Compelling!)

Crafting compliant content is like working with a checklist—and we’ve mastered it. From catchy intros to clear, actionable CTAs, we design each email to engage your audience while meeting all regulatory standards.

This isn’t about stripping emails down; it’s about making them informative and clear without triggering compliance headaches.

Our Tip: Think of compliance as a “clarity boost” for your messaging. The clearer you are, the happier both your readers and compliance team will be.

Step 2: Working Closely with Compliance Teams (Our Favorite Part 😉)

When it comes to compliance, we don’t just stop at creating compliant content—we also handle the approval process, working closely with your compliance team every step of the way.

Imagine we’re the go-betweens, translating creative into compliance-friendly language, so every email meets regulatory standards.

It’s like we’re the Advil, dissolving the usual compliance headaches and getting everyone on the same page.

Our Tip: Involve compliance early! This saves time and cuts down on those last-minute revisions that can feel like pulling teeth.

Step 3: Seamless Approvals So You Can Focus on Growth

Compliance is our business, so it doesn’t have to be yours. With Money Marketers managing your email marketing, you don’t have to worry about compliance slowing down your campaigns.

We’ll handle the revisions, keep the team updated, and ensure every email gets the green light, headache-free.

Our Tip: Delegate the compliance stress to us! With our streamlined process, you can focus on growth, while we make compliance headaches a thing of the past.

If compliance has been giving you a headache, let us be the Advil that makes it go away. Reach out to Money Marketers today, and let’s get your email marketing working for you—not against you.

VINTAGE AD SPOTLIGHT