6 October 2020

Wealth report wins marketing awards

JM Finn’s publication, entitled Wealth Across the Generations, won an award at the annual CityWealth Brand Management and Reputation Awards.


The publication, designed to help investors of all ages identify and manage their financial challenges, won Bronze in the category for Corporate Thought Leadership.  The company also scooped the bronze award in the category for Best Overall Marketing Campaign, the bedrock for which was also the Wealth Across the Generations report.

The report, an 88-page guide to dealing with the different wealth issues that exist for the different generations, also contains articles that look into why different generations have differing attitudes, including an article from a childcare author which looks at the changing attitudes of parenting over the last 150 years.  Another, sees a financial journalist identify what she wished she had told her younger self, when it came to money.

With tips and case studies, the aim was to cut thorough much of the jargon and guide readers towards looking at the basics when it comes to planning for your future.  The campaign includes a digital version with a landing page, which allows visitors to input their date of birth taking them straight to the chapter relevant to their generation, as well as a range of videos put out across all the firm’s social media channels.

The report can be viewed at https://www.jmfinn.com/wealth-across-generations

 

Understanding Finance

Helping clients understand what we do is key to building relationships. To explain some of the industry jargon that creeps into our world, we’ve pulled together a section of our site to help.


Related articles

JM Finn hires senior investment manager Bill Tibbits.

JM Finn hosted a virtual conference in December, bringing together some experts to share their insights.

JM Finn is delighted to announce that Jonathan Marsh has joined the firm as a senior investment manager.