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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.

Thursday, 10 November 2016 14:59

How Do You Measure the Success of a PR Program?

Once you've committed your time and dollars to a PR program, you will naturally want to be sure you're getting your money's worth. But too often, clients only consider public relations efforts successful when it translates into sales or an uptick in phone calls.

Monday, 07 November 2016 06:17

A "Sticky" Board Room Debate About Growth

Ever been in a board room debate about growing too fast? A fund company executive shared the heated discussion that took place at her firm's last executive meeting.

The annual Schwab IMPACT Conference was held last week in San Diego. It’s a four-day gathering of RIAs and the firms providing investment products and services to this important investor category.

Monday, 31 October 2016 06:38

How to NOT Spook Your Advisor Client

Market uncertainty and a bizarre presidential administration have made some financial advisors, and their clients, a bit anxious. Here are what some mutual fund companies are doing to help alleviate some of that anxiety.

Just because something goes viral doesn’t mean it’s a sure thing.

We seem to be learning one thing after another this political season. The newest lesson is brought to us courtesy of Ken Bone, America’s 36-hour sweetheart.

Are your marketing messages getting to the people you intend them for? Or are you just tossing out "messages in bottles" and hoping for the best? 

 

When considering ways to increase your firm’s visibility, there are two primary routes to take: public relations or marketing. The two have long worked beside each other but with distinctly separate methods. 

Wednesday, 12 October 2016 06:22

Does PR Really Work?

PR has many components, so it is difficult to say whether it works or not without defining "PR". In this instance, let's assume that you are asking whether good news stories will help you attract new clients or customers.

Monday, 10 October 2016 11:37

Will Your New Fund Fly?

When launching a new fund, there are myriad considerations. Perhaps the most critical is whether investors will be interested. We are pleased to share our review of another research paper by Morningstar: The Rise and Fall of New Funds, Why Some Funds Succeed and Others Don't.  

 

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