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InvestmentNews Features Article by CAPTRUST’s Chief Marketing Officer

Great marketing can be new territory for advisors, but it’s not impossible. In an article titled “5 Pillars of Marketing for Advisers” and published by InvestmentNews, CAPTRUST Chief Marketing Officer John Curry shares his insights on how advisors can break marketing into bite-size tactics that can be prioritized, executed upon against strategic goals, and assessed for effectiveness.

In the article, Curry defines a checklist of key advisor marketing tactics that can help crisp up your brand and create a marketing strategy with maximum effectiveness.

To read the full article click here.


CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, endowments and foundations, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm currently represents more than $300 billion in client assets with 38 locations across the U.S.



CAPTRUST’s Wes Collins on Financial Wellness at Work

PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. Collins explains that plan sponsors should consider educational programs that help their workers understand what financial wellness looks like at different ages and career stages.

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