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This election season has had more than its fair share of ups and downs. Despite all the turmoil the lessons have been plentiful.

Thursday, 03 November 2016 06:43

Four Lessons for Stronger Email Marketing

Emails have become an everyday occurence in our electronic society--don’t get lost in the inbox! Use these simple tips to stand out from the rest.

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.

And, what they don't want!

So, you are a fund company and you are trying to figure out what financial advisors truly want and don’t want.  You want these advisors to tell their clients to buy your fund.  

Fund firms are likely to face downward pressure on fees, as well as fewer mutual fund share classes, based on the Department of Labor’s (DOL) fiduciary rule, according to a recent story in Investment News

Thunderclap is storming the scene with their ability to increase company’s social media exposure. 

Social media is vital to the marketing plan of any company, but it takes more than simply creating a Facebook page or Twitter account to be successful. 

Another helping hand never hurts.

Growing a mutual fund in this day and age can be a daunting task. With hundreds of thousands of funds out there, it can be nearly impossible to stand out and draw investors to your fund. 

Lessons in public speaking and interviewing abound, but do bear repeating.

Thursday, 29 September 2016 10:51

Do Asset Management Firms Need Digital Marketing?

The short answer is yes.

Digital marketing, which includes social media, has been a serious strategy for client engagement in the mutual fund industry for several years now. 

Outlining the difficulties ahead as the trends seem to be strongly in place

The trend toward passive investment strategies, and away from active asset management, will accelerate, according to Moody’s. 

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