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A lot goes into making a brand - make sure you create one that is memorable!

Wednesday, 03 May 2017 08:28

Stop Apologizing!

How many times have the words "sorry for the delay" appeared in your emails?

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. 

Thursday, 27 April 2017 08:25

FINRA Releases Guidance on Social Media

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. 

Thursday, 30 March 2017 06:48

It's All About the Story

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.

Wednesday, 08 March 2017 06:58

Sales & Marketing - A Match Made In Heaven

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.

Thursday, 23 February 2017 06:49

What's So Important About Content Marketing?

Unless you’ve been living under a rock you’ve heard about the importance of content marketing.

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?

Thursday, 09 February 2017 06:57

Can Color Affect Brand Perception?

Re-designing your logo in 2017? Or perhaps you’re doing a complete rebrand?

We’ve all heard of the psychology of color and how it influences our decisions and behaviors.

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