Thought Leadership Services

Our thought leadership expertise is based on more than two decades of experience. Artemis Strategy Group has conducted thought leadership studies with several organizations in the past few years, including the following:

  • Eaton Vance’s Advisor Top-of-Mind Index (ATOMIX), a study we conduct quarterly among 1,000 financial advisors in the U.S. in order to explore the importance of four key issues (income, volatility, taxes and growth) and track trends over time.
  • Fidelity Charitable’s The Future of Philanthropy, a study that examines how key trends in philanthropy are impacting individual donors and what the future of philanthropy might look like based on changing perceptions and generational shifts
  • PNC’s bi-annual Economic Outlook Survey, which measures the sentiment of small- and mid-sized business owners
  • A handful of studies for Ameriprise, such as this particular study on couples and money, which measured how Americans manage their finances together and concluded that financially happy couples tend to share some common money habits.
Thought leadership in action: People walk on an arrow that points ahead

Many effective thought leadership initiatives are forward thinking.

 

Our tips for developing an effective thought leadership program include the following:

  1. Thought leadership requires thinking: Start by harnessing what you know and identifying themes and hypotheses to be tested using primary and/or secondary research.
  2. Be different, meaningful and interesting: Lots of studies are conducted for public release. Make sure yours sets you apart.
  3. Don’t be self-serving: Don’t blatantly use the research to sell your products and services. Both the media and consumers are savvy; they won’t pay attention if they think it’s a sales pitch.
  4. Tell a story: Great ideas are often communicated with compelling stories and insights, and they are driven home with quantitative supporting evidence using data from the research you’ve conducted.
  5. Be consistent: Developing tracking studies or conducting research with quarterly updates set you up to be the ‘go to’ company for the media.