In today’s information-saturated world, clarity isn’t just nice to have—it’s a competitive advantage. Too often, financial advisors and wealthtech firms bury their value in jargon and complexity, making it harder for clients and industry partners to determine what sets them apart. But good communication isn’t about proving you know the lingo—it’s about making sure your audience actually understands and connects with your message. In short, messaging that prioritizes buzzwords over substance risks getting lost in the noise.
So how can advisors and vendors cut through this sea of sameness and stand out? In this article published by WealthManagement.com our Partner Emma Smith shares insightful tips on why it is more prudent to lead with values instead of features, how to avoid the ‘overload trap’, why it’s important to test messaging internally and more.
Emma Smith is partner at StreetCred PR, a public relations agency squarely focused on the financial services sector.