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

The Economist often has a unique way of looking at things. Take the fund management industry, which they compared to books and music. 

Content marketing has proven to be an excellent method for attracting and retaining your audience. But, distributing your content without a marketing strategy is about as effective as bailing a sinking ship with a collander.

Thursday, 01 December 2016 06:23

5 Rookie Mistakes In Press Releases

With so many press release hitting the newswire, it's no wonder most of them tend to not get the interest of reporters. Still, they have their place in your marketing and PR programs.

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.

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