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Merry Christmas Eve from the Three Crowns crew! We’ve got your holiday fix with this week’s latest articles (plus our favorite Christmas jams to get you in the spirit).
The wealth held by women is set to triple in the next 10 years—and we’re still having discussions about how to help male financial advisors remember to talk to women when advising couples. Look: We all know it’s a good business strategy to engage women more effectively. But it’s 2021—it’s high time financial services stops being so “pale and male” centric, as the saying goes. To that end, Shawna Ohm of Content 151 has six action steps to better engage with women. Don’t miss this article.
Who Run the World?
It feels like we write about Potomac Fund Management in this mixtape a lot, but this one is newsworthy. In the financial advice industry, it doesn’t always feel like financial advice is as readily available to all the people working inside the industry as it should be. Potomac is partnering with advisor Vance Barse to beef up its employee benefits package. The firm is also giving all employees a stipend for help with tax prep. Great moves to put people first.
Potomac for the People
This is an article from earlier this year, but it’s still worth a read. A bunch of content marketing experts drop their ideas for the biggest problems they see people make in creating content. We would add another common error: Not taking the time to build a complete marketing calendar.
Avoid the Marketing Mayhem
Zach McDonald, President & CMO
“I’ve had this one on repeat in my head for the last month or so. It just makes me happy.”
Johnny Sandquist, Founder & CEO
“I know Coldplay isn’t really cool anymore, but I have adored this song since it first came out. Holidays are a hard time for many—but ‘those Christmas lights keep shining on.’”
Connor Brandt, Graphic Designer
“This is a great Christmas song on title alone.”
Delaney R, Digital Marketing Specialist
“This song is too fun not to jam out to during the holidays.”
Justine Young, Content Writer
“‘It’s a far cry from ‘O Come All Ye Faithful’‘ – Zach after I told him to listen to this song.”
Keep up with all of our picks of the week over time with the Three Crowns Mixtape on Spotify.
Click here to check it out and favorite it to add it to your collection.
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