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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.

Why you should cool it with the corporate jargon

I know you know what AUM, basis points, and ROI mean. You even know how to define ROI, P/E, yield curve, duration, and EBITA.

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

Many fund managers are turning to videos to give their newsletters a little something extra, but video isn’t easy. In fact, it brings with it almost as many questions as it does solutions: How can your firm produce engaging videos?

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. 

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