Today’s advisors expect more from content — greater relevance, smarter design, and easier access. In this insightful session, experts Paul Leibowitz, Owner of Leibowitz, and Mike Ellison, President of Corporate Insight, explored how asset managers can meet those expectations and enhance the impact of advisor-facing content.
Drawing from new research and real-work examples, they discussed how shifting investor behaviors, evolving SEO trends, and user experience are reshaping content strategy—and shared actionable steps marketers can take to improve visibility, usability, and effectiveness.
Key takeaways include:
- The impact of information democratization on content delivery
- How advisors actually use (and don’t use) content, based on Corporate Insight research
- Strategies for designing and structuring content to better meet advisor needs
Attendees gained a practical framework for creating content that drives deeper advisor engagement and strengthens firm-audience relationships. Watch the replay below.

