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Are your portfolio managers too busy handling assets to set aside time to sell? Is performance down, and the need to make sure funds are being sold ever-growing? If you answered yes to either of these questions, it is time to hire a wholesaler.

Thursday, 09 March 2017 06:31

The Basics of Financial Television

The needs of financial news networks such as CNBC and Bloomberg TV are multifaceted and subject to rapid change. Major world news events impact the financial markets every day affecting the format and subject matter for each program.

Looking for a way to grow your fund? Ready to meet more financial advisors to tell them about your products? 

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.

Like most disrupters, robo-advisers don't mind being underestimated. In fact, they're counting on it because behind the scenes, robo-advisers are quietly hatching plans to compete more aggressively with flesh-and-blood advisers.   

Thursday, 05 January 2017 06:48

Marketing Strategy: Start With Your Story

Did you miss this article the first time? From time to time we like to re-release relevant posts. This post originally appeared in August and will never be irrelevant.

Telling people your story seems simple enough-but is it?

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.

 

Wednesday, 14 December 2016 06:53

Good PR Doesn't Just Happen

There is never a bad time to design and commit to a PR plan. Good intentions quickly fade as day-to-day responsibilities consume our time.

I think of PR and marketing the same way as I do a jigsaw puzzle: no one piece will make it whole.

We’ve learned a lot from this election season about public relations, branding, communication, what to do and not to do…. Perhaps the most valuable lesson of all comes to us a cautionary tale.  

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