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:

• The Science of Email Success

• SEC Considers Additional Ad Rule Guidance for Advisors

• Is It Too Late to Start a Content Strategy for 2025

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LINKS WORTH A LOOK

🗣️ Marketing News & Insights

• The Science of Email Success: Secrets to Higher Open and Conversion Rates (MarketScale)

• Content Marketing for B2B in 2025: The Ultimate Guide (DesignRush)

• Exploring the 4 C’s of Content Marketing (Digital Marketing News)

💼 Industry News & Insights

• Will AI notetakers short-circuit or supercharge next-gen advisor training? (Investment News)

• SEC Considers Additional Ad Rule Guidance for Advisors (Wealth Management)

• Investors Want More Than Financial Advice From Advisors (MorningStar)

🤔 Honorable Mentions

• My Favorite AI Investment Research Tools (On The Street)

• Why Some Wealth Management Firms Actively Seek Career Changers (Barrons)

• Is Wealth Management Counting its AI Eggs Before They’ve Hatched? (AdvisorHub)

DEEP DIVE

It’s March—Is It Too Late to Start a Content Strategy for 2025?

If your financial firm still doesn’t have a content strategy in place for 2025, you’re not alone.

Many firms start the year with ambitious marketing goals, only to find that client work, compliance, and other priorities push content creation to the back burner.

But here’s the good news: It’s not too late to get on track. In fact, with the right approach, you can launch a fully operational content strategy in just 30 days—without overwhelming your team.

The key is structure and execution.

Instead of trying to create content in a reactive, last-minute scramble, follow a simple four-week plan designed for financial firms. Whether you’re an asset manager, fintech company, wealth advisor, or bank, this strategy will ensure you’re consistently publishing high-quality content that attracts clients, builds trust, and generates leads.

The 30-Day Content Strategy for Financial Firms

Week 1: Audit & Plan—What’s Working, What’s Not?

Before you can build a winning strategy, you need to understand where you stand today. Start with a quick audit of your existing content efforts:

✅ Do you have a regular newsletter? If yes, how often are you sending it? What’s your open and click-through rate? If no, this is your biggest missed opportunity.
✅ Is your website generating inbound leads? If not, your content likely isn’t resonating with potential clients.
✅ What’s your LinkedIn presence like? Are you or your firm posting regularly? Do you have engagement?
✅ What are competitors doing? Look at firms in your space—what types of content are they publishing, and what’s getting traction?

Once you’ve done the audit, set clear goals for your content strategy. These could include:

• Growing your newsletter list by 20% in six months

• Publishing two high-quality blog posts per month

• Increasing LinkedIn engagement by 3x

• Generating 10 new inbound leads per month from content

A strong content strategy isn’t about producing as much content as possible—it’s about creating the right content consistently.

Week 2: Build the Foundation—What’s Your Content Engine?

Now that you have goals in place, it’s time to build a repeatable system for creating and distributing content.

At a minimum, your content engine should include:

✅ A monthly newsletter: This is your most powerful tool for staying in front of clients and prospects. A good financial newsletter should include market insights, original commentary, and thought leadership.
✅ A blog or insights page: Even one or two well-written articles per month can boost credibility and improve SEO.
✅ LinkedIn content strategy: Your prospects and referral partners are on LinkedIn. Posting 2-3 times per week keeps you top of mind.
✅ A content calendar: This ensures you never start from scratch. Plan topics in advance to align with market trends, firm initiatives, and client needs.

Week 3: Automate & Repurpose—Maximize Your Effort

One mistake financial firms make? Thinking they need brand-new content for every platform. In reality, the best marketers know how to repurpose content across multiple channels.

Here’s an example of how to turn one piece of content into multiple formats:

📩 Newsletter topic: “How the Fed’s Latest Move Affects Investors”
📄 Blog post: Expand the topic with data, charts, and actionable insights
📊 LinkedIn post: Pull out a key statistic or quote to drive engagement
🎥 Short video: Summarize the main takeaways for social media

By repurposing content, you get 5x the exposure with less effort—and your content stays consistent across platforms.

Week 4: Measure & Adjust—What’s Working?

Once your content strategy is in motion, it’s critical to track results and adjust accordingly.

Key metrics to watch:

📧 Newsletter performance: Open rates, click-through rates, and replies
🌐 Website traffic: Are blog posts driving new visitors?
🔗 LinkedIn engagement: Comments, shares, and DMs from posts
📞 Inbound leads: Are prospects reaching out based on your content?

If something isn’t working, tweak it. If a specific topic performs well, double down on it. The best content strategies evolve over time based on what resonates with your audience.

Why Content Marketing Matters More Than Ever in 2025

Financial firms can no longer rely on referrals and outdated marketing tactics alone. The most successful firms are using content to stay top-of-mind, educate prospects, and build trust at scale.

In a world where:

• Investors are consuming content daily before making financial decisions

• Fintech companies are winning market share through education-driven marketing

• Advisors and asset managers are turning LinkedIn into a referral engine

… the firms that consistently publish high-quality content are the ones that will thrive.

Too Busy? We’ll Do It for You

The challenge most financial firms face isn’t understanding the importance of content—it’s finding the time and expertise to execute.

That’s where we come in.

At Money Marketers, we handle everything:

✅ Newsletter creation – We research and write engaging financial newsletters that your clients will actually read
✅ Blog content – SEO-friendly, thought-leadership articles that position your firm as an industry leader
✅ LinkedIn ghostwriting – We craft posts that boost engagement and attract prospects

Let’s take content marketing off your plate so you can focus on growing your business.

Reply to this email or book a quick call to see how we can help.

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