Sarah Howes

Sarah Howes is director, marketing, at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since August 2015, she develops and facilitates communication plans and marketing strategies and manages an assortment of Commonwealth’s existing suite of marketing programs. She is a marketing resource for many of the internal departments within Commonwealth, helping provide marketing solutions to our advisors and their clients. Sarah graduated from Simmons College with a BA in international management and holds the FINRA Series 7 securities registration.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

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Recent Posts

CMO Insights: When to Hire Third-Party Marketing Support

App Review: How to Improve Your Content Game with Infographics

Top Marketing Trends for 2019 for Financial Advisors

Using E-Mail Marketing Campaigns to Your Advantage

“Handle” with Care: How and When to Change Your Twitter Username

CMO Insights: When to Hire Third-Party Marketing Support

Posted by Sarah Howes

June 11, 2019 at 10:00 AM

Brian Sullivan is Commonwealth’s newly minted senior vice president, chief marketing officer, and he brings with him experience from a variety of industries, including academia (Northeastern University), sports (the Boston Red Sox), and consumer brands (Oreos, Bagel Bites). If given a moment, he’ll tell you that great marketing is all about storytelling and experience, and he’s worked with all types of marketing talent to create memorable and effective messaging. In some cases, that talent has included third-party marketing support firms, a resource that many advisors need at one point or another. So, I decided to sit down with him to talk through what’s involved when assessing the need for third-party marketing support and how to evaluate the best fit for any firm.

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Topics: Marketing

App Review: How to Improve Your Content Game with Infographics

Posted by Sarah Howes

May 15, 2019 at 1:30 PM

You’ve seen them—those beautifully laid out, tidy, eye-catching e-mails, blog posts, and newsletters from companies well versed in marketing to their clients. We all should aim to have content equally as refined, but how do you achieve this if you aren’t a graphic designer yourself, and you don’t have one on staff? The solution is easy: use an infographic app.

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Topics: Marketing

Top Marketing Trends for 2019 for Financial Advisors

Posted by Sarah Howes

January 22, 2019 at 10:00 AM

Sophisticated marketing is informed, differentiating, and impactful, and it can take you farther than relying solely on referrals and seminars. Want to make this year your firm’s best year yet for client acquisition and retention? Pay attention to these top marketing trends for 2019.

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Topics: Marketing

Using E-Mail Marketing Campaigns to Your Advantage

Posted by Sarah Howes

November 14, 2018 at 1:30 PM

According to a Venture Beat Insight study, for every $1 you invest in e-mail, you can get $38 back. It’s why using e-mail marketing campaigns remains one of the best marketing practices, especially for service-based firms. Building your brand and client relationships is imperative to your business, and sending out regular, meaningful e-mails plays a big role in that. For almost a decade, e-mail has produced the highest return on investment for marketers, so if you haven’t already, it’s time to put this tool to good use.

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Topics: Marketing

“Handle” with Care: How and When to Change Your Twitter Username

Posted by Sarah Howes

October 17, 2018 at 1:30 PM

Years may have passed since you first established your firm’s Twitter account. But if any major changes have occurred over time—such as a new business name or brand refresh—then your username may need to change, too. How can you update it to better reflect your firm without losing followers? Below, I’ll walk you through two ways to change your Twitter username, as well as some best practices.

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Topics: Marketing

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