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As a society, we’ve come to rely more and more on digital resources versus paper or even in person resources. Does that carryover to communication methods as well?

Wednesday, 01 February 2017 06:47

15 Reasons You Weren’t Quoted

In a perfect world, every interview results in a quote or some form of spokesperson/firm/product mention. We know the world is imperfect and oftentimes forces beyond our control guide outcomes.

Giving great presentations can be tough - especially when you're focusing on the elements that impact your audience the least.

You want your salesperson to sound like they are knowledgeable but watch out for all that jargon!

Social media is here to stay. As each new site develops we find ourselves in unchartered waters. 

Thursday, 29 December 2016 06:46

Best of 2016 - Our Gift to You

All year we've been sharing our tools and tips for helping you in your PR and marketing efforts. Below are some of our best ideas for a PR plan, conference strategy, interviewing and more.  

Did you miss this article the first time? From time to time we like to open the vault and re-release relevant posts. This post originally appeared in July and remains relevant as we head into the new year.

The mutual fund industry is changing, and fast.

 

As we wrap up 2016 and head into 2017 there is quite a  bit of uncertainty.

There are so many ways to communicate in today's connected environment--but how do you choose?

Thursday, 17 November 2016 15:52

Communicate Now: 2017 May Put Money in Motion

As 2016 closes and 2017 gets off and running, it is an important time for fund managers to be communicating frequently with clients and prospects. The first quarter of 2017 has the potential to put a great deal of money in motion. In addition to the traditional fund sources and flows noted below, many investors may seek to seize new opportunities in sectors likely to benefit from the Trump administration.

With so much money changing hands, it’s important to ensure the financial advisor community knows your positioning, where you believe you can make money for their clients in 2017 and how your track record stacks up.

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