3 Tips to Get Your White Paper Noticed

3 Tips to Get Your White Paper Noticed

In my previous article, How to Best Connect with RIAs: A White Paper May Be Your Answer,  I discussed how a white paper can be an effective strategy for firms to share thought-leadership, deepen client relationships, and generate new prospective business. 

However, once you’ve published a white paper, will people read it? Not necessarily. All too often, I see firms place all their efforts into research, writing and designing without giving any thought to how they’re going to promote it. While a white paper can have a 6 to 12 month shelf life, you’ll want to make sure you have a proactive plan to leverage this valuable investment from the start.

Here are 3 simple, and inexpensive, ideas to get you started: 

Tip #1: Publish it

Posting it to your website is a great place to get started, but there are several steps that will help with your success. Give the white paper it’s own microsite page that includes a thumbnail image (typically the paper’s cover), a good overview description, and why reading the white paper will benefit them. Be sure to include a sign-up form to collect basic contact info, like name and email, to follow-up. If there’s important information that helps you better understand their needs and interest; by all means include these questions, but be aware the more you ask the less likely they may be to complete the form.

Tip #2: Socialize it

White papers are the perfect vehicle for social media. Decide which are what the most important takeaways from the white paper and create social media posts for each. Then, schedule them weekly with a link to the microsite download page.  For example, if your white paper’s topic is ’12 Marketing Strategies for RIAs’ you’ll have a 12 week campaign ready to go.  A platform like HootSuite allows you to schedule these posts in advance. Be sure to track the weekly views and downloads. There may be a post topic that resonates much more than others and you’ll want to know this for future content marketing initiatives, as well as alerting your sales and service teams that this is a topic of high interest to your client base. Other easy ways to spread the word online, is to MailChimp to create an email campaign to send to clients and add an auto email signature with a link to the microsite. 

 Tip #3: Leverage it

While prospects and clients are the most obvious targets to send the white paper, ask yourself who else may benefit from reading this? Are there industry editors or reporters who regularly write on this topic? If so, send them the white paper PDF and let them know that you’re available to be interviewed for more insight. If you think it’s newsworthy enough, you can also draft a press release and distribute over a newswire, like PR Web. Some publications allow you the ability to send as a promotional email blast to their circulation. Just make sure the reader demographic is aligned with your customer type.

Also, consider your Centers of Influences (COIs) who have blogs and engage in content marketing to see if they’ll repost it. Often times, they’re looking for new and valuable information to share with their audience and your offer will be well received.

Lastly, create a PowerPoint presentation version of the white paper and present a webinar.  Everyone has their own preference for consuming information. A webinar give those who prefer listening to reading another option. While this may take time to do, you already have some great content created, it just a matter of repurposing it. For more on webinar success, visit my Morningstar blog on 7 Tips for Promoting Your Webinar.

Bill McGuire
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Bill McGuire is principal of W.M.McGuire, a full service marketing resource serving the Registered Investment Advisor (RIA) community. We help with every aspect of your market ... Click for full bio

Rosie the Robot, Amazon, and the Future of RAAI

Rosie the Robot, Amazon, and the Future of RAAI

Written by: Travis Briggs, CEO at ROBO Global US

It’s tough to find a kid out there who hasn’t dreamed about robots. Long before artificial intelligence existed in the real world, the idea of a non-human entity that could act and think like a human has been rooted in our imaginations. According to Greek legends, Cadmus turned dragon teeth into soldiers, Hephaestus fabricated tables that could “walk” on their own three legs, and Talos, perhaps the original “Tin Man,” defended Crete. Of course, in our own times, modern storytellers have added hundreds of new examples to the mix. Many of us grew up watching Rosie the Robot on The Jetsons. As we got older, the stories got more sophisticated. “Hal” in 2001: A Space Odyssey was soon followed by R2-D2 and C-3PO in the original Star Wars trilogy. RoboCop, Interstellar, and Ex Machina are just a few of the recent additions to the list.

Maybe it’s because these stories are such a part of our culture that few people realize just how far robotics has advanced today—and that artificial intelligence is anything but a futuristic fantasy. Ask anyone outside the industry how modern-day robots and artificial intelligence (AI) are used in the real world, and the answers are usually pretty generic. Surgical robots. Self-driving cars. Amazon’s Alexa. What remains a mystery to most is the immense and fast-growing role the combination of robotics automation and artificial intelligence, or RAAI (pronounced “ray”), plays in nearly every aspect of our everyday lives.

Today, shopping online is something most of us take for granted, and yet eCommerce is still in its relative infancy. Despite double-digit growth in the past four years, only 8% of total retail spending is currently done online. That number is growing every day. Business headlines in July announced that Amazon was on a hiring spree to add another 50K fulfillment employees to its already massive workforce. While that certainly reflects the shift from brick-and-mortar to web-based retail, it doesn’t even begin to tell the story of what this growth means for the technology and application firms that deliver the RAAI tools required to support the momentum of eCommerce. In 2017, only 5% of the warehouses that fuel eCommerce are even partially automated. This means that to keep up with demand, the application of RAAI will have to accelerate—and fast. In fact, RAAI is a key driver of success for top e-retailers like Amazon, Apple, and Wal-Mart as they strive to meet the explosion in online sales.

From an investor’s perspective, this fast-growing demand for robotics, automation and artificial intelligence is a promising opportunity—especially in logistics automation that includes the tools and technologies that drive efficiencies across complex retail supply chains. Considering the fact that four of the top ten supply chain automation players were acquired in the past three years, it’s clear that the industry is transforming rapidly. Amazon’s introduction of Prime delivery (which itself requires incredibly sophisticated logistics operations) was only made possible by its 2012 acquisition of Kiva Systems, the pioneer of autonomous mobile robots for warehouses and supply chains. Amazon recently upped the ante yet again with its recent acquisition of Whole Foods Market, which not only adds 450 warehouses to its immense logistics network, but is also expected to be a game-changer for the online grocery retail industry.

Clearly Amazon isn’t the only major driver of innovation in logistics automation. It’s just the largest, at least for the moment. It’s no wonder that many RAAI companies have outperformed the S&P500 in the past three years. And while some investors have worried that the RAAI movement is at risk of creating its own tech bubble, the growth of eCommerce is showing no signs of reaching a peak. In fact, if the online retail industry comes even close to achieving the growth predicted—of doubling to an amazing $4 trillion by 2020—it’s likely that logistics automation is still in the early stages of adoption. For best-of-breed players in every area of logistics automation, from equipment, software, and services to supply chain automation technology providers, the potential for growth is tremendous.

How can investors take advantage of the growth in robotics, automation, and artificial intelligence?

One simple way to track the performance of these markets is through the ROBO Global Robotics & Automation Index. The logistics subsector currently accounts for around 9% of the index and is the best performing subsector since its inception. The index includes leading players in every area of RAAI, including material handling systems, automated storage and retrieval systems, enterprise asset intelligence, and supply chain management software across a wide range of geographies and market capitalizations. Our index is research based and we apply quality filters to identify the best high growth companies that enable this infrastructure and technology that is driving the revolution in the retail and distribution world.

When I was a kid, I may have dreamed of having a Rosie the Robot of my own to help do my chores, but I certainly had no idea how her 21st century successors would revolutionize how we shop, where we shop, and even how we receive what we buy - often via delivery to our doorstep on the very same day. Of course, the use of RAAI is by no means limited to eCommerce. It’s driving transformative change in nearly every industry. But when it comes to enabling the logistics automation required to support a level of growth rarely seen in any industry, RAAI has a lot of legs to stand on—even if those “legs” are anything but human.

To learn more, download A Look Into Logistics Automation, our July 2017 whitepaper on the evolution and opportunity of logistics automation.

The ROBO Global® Robotics and Automation Index and the ROBO Global® Robotics and Automation UCITS Index (the “Indices”) are the property of ROBO who have contracted with Solactive AG to calculate and maintain the Indices. Past performance of an index is not a guarantee of future results. It is not intended that anything stated above should be construed as an offer or invitation to buy or sell any investment in any Investment Fund or other investment vehicle referred to in this website, or for potential investors to engage in any investment activity.
ROBO Global
Robotics and AI
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ROBO Global LLC is the creator of the ROBO Global® Robotics and Automation Index series, which provides comprehensive, transparent and diversified benchmarks representing the ... Click for full bio