Hey, it’s Brooks. Welcome to Mondays with Money Marketers, where Wall Street meets Madison Avenue.

As a quick reminder: We’re an email marketing agency for financial service firms. We use email to drive leads, increase conversion rates, reduce churn, and boost your bottom line.

We taught ourselves how to do everything above by growing our own newsletter, The Street Sheet, from 5,000 subscribers to 160,000 subscribers (and counting).

We then took what we learned and started helping companies like J.P. Morgan, SoFi, Empower, Benzinga, and more with their email and content marketing.

Every Monday we share tips and tricks we’ve learned that you can implement yourself.

Before we dive in here's a link to my calendar if you'd like to discuss how we can help you generate more business.

In today’s edition:

• The only reason someone will ever do business with you

• What Retail Investors Expect In 2025

• A great ad from Uber (scroll to the bottom)

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LINKS WORTH A LOOK

🗣️ Marketing News & Insights

• Four Ways to Boost Email Marketing ROI in 2025 (G2 Learning Hub)

• iOS 18.2’s email ramifications: What we know so far (MarTech)

• You Should Know These Email Marketing Stats in 2025 (Shopify)

💼 Industry News & Insights

• RIAs See Biggest Asset Market Share Gain Across Industry Channels Over Past Decade But Total Advisor Headcount Remains Stagnant (Wealth Management)

• 4 Surprising Ways Gen Z is Investing Differently Than Older Generations (Investopedia)

• What Retail Investors Expect In 2025 — And How They View AI (Forbes)

🤔 Honorable Mentions

• Navigating The Intersection Of Money And Purpose (The Root of it All)

• The Superpower of Saying No (The Belle Curve)

• 4 reasons you should consider starting a newsletter—and how to make it a success (Fast Money)

DEEP DIVE

There’s Only 1 Reason Someone Invests With You

When it comes down to it, there’s only one reason someone invests their money with you: trust.

Whether you’re an asset manager, a fund, a retail investing app, or a start-up raising capital, trust is the foundation of every financial transaction.

Your returns might be outstanding, your platform might be the most user-friendly, and your pitch might be airtight—but if investors don’t trust you, none of that matters.

Trust is the Currency of Investment

Asset and Wealth Managers

High-net-worth individuals (HNWIs) and families don’t just hand over their money because of an impressive track record. They need to believe you have their best interests at heart. If they don’t trust that you’ll manage their wealth prudently, they won’t invest—no matter how great your performance history is.

Funds (Private Equity, Venture Capital, Hedge Funds)

Limited partners (LPs) invest in funds not just for returns, but because they trust the fund managers. They trust that you can source great deals, deploy capital effectively, and execute a sound strategy. No trust, no capital commitments.

Retail Investing Apps:

Why do investors choose Robinhood, Public, or SoFi over competitors? It’s not just features; it’s trust. They believe the platform is secure, their trades will be executed fairly, and their funds won’t disappear overnight. If a fintech startup lacks trust, users won’t even sign up—let alone deposit money.

Start-Ups Raising Capital:

Venture capitalists (VCs) don’t invest just because a startup looks promising; they invest because they trust the founders. They trust their ability to execute, pivot, and grow the company. Many VCs would rather invest in an A+ founder with a B+ idea than the other way around.

Zooming Out: Business is Built on Trust

This principle extends far beyond investing. Every business decision—whether hiring an employee, choosing a vendor, or subscribing to a service—boils down to trust. If you don’t trust someone to deliver value, you don’t give them your money.

Think about your own decisions:

• Why do you go to the same barber or hairstylist? Because you trust them to get it right.

• Why do you order from a particular restaurant over and over? Because you trust the food will be good.

• Why do you buy from Amazon instead of a random online store? Because you trust their delivery, service, and return policy.

Trust is the invisible thread that ties every transaction together.

Building Trust in Person vs. At Scale

In the real world, trust is built through personal interactions. Conversations, handshakes, meetings, and word-of-mouth referrals establish credibility. But these methods aren’t scalable.

A financial advisor can only meet with so many clients. A fund manager can only have so many LP dinners. A fintech founder can only pitch so many investors before they run out of time.

So how do you scale trust?

Scaling Trust with Content and Email Marketing

This is where content marketing comes in. You don’t just tell people you’re trustworthy—you show them over time with valuable, insightful, and consistent content.

• Newsletters that educate your audience build familiarity and demonstrate expertise.

• Blog posts and whitepapers that explain your investment philosophy position you as a thought leader.

• Social media content and videos that break down complex financial concepts make you more relatable and credible.

• Case studies and testimonials provide social proof that others already trust you.

By showing up in someone’s inbox, LinkedIn feed, or blog reader regularly, you build a relationship before ever asking for money. By the time they’re ready to invest, they already trust you—because you’ve been proving your expertise all along.

Let Money Marketers Help You Build Trust

At Money Marketers, we help asset managers, funds, fintechs, and financial service providers establish credibility through content and email marketing.

If you want to build trust at scale—and ultimately drive more investments—we can help you craft the right content strategy to make it happen.

Let’s build trust together. Reach out today.

AD SPOTLIGHT: UBER