A key to growing your fund is knowing your advisors. Most fund companies, unless they made a concerted effort and invested a fair amount of money, don’t really know who the advisors are that are recommending their funds.
Great news, the answers we've all been waiting for regarding the application of FINRA rules governing communications with the public via social media and other emerging technologies have been released.
People are more likely to connect with a brand or product that has a story attached to it – something that makes it memorable and/or relatable.
What do sales and marketing have in common? Not much, except that when they work together they’re like a match made in heaven!
If you are like most fund executives, you cringe at the cost of hiring a PR pro or bringing on an outside firm who will scour the financial news media in search of opportunities for regular and consistent coverage for your firm.
Everyone loves their sales team-when they close the deal. The job of the salesperson is to get out there, call on, meet with advisors and make the sale. But, are they feeling the love from the home office? Are you giving them the support they need?