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You want your salesperson to sound like they are knowledgeable but watch out for all that jargon!

Social media is here to stay. As each new site develops we find ourselves in unchartered waters. 

Thursday, 29 December 2016 06:46

Best of 2016 - Our Gift to You

All year we've been sharing our tools and tips for helping you in your PR and marketing efforts. Below are some of our best ideas for a PR plan, conference strategy, interviewing and more.  

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.

 

As we wrap up 2016 and head into 2017 there is quite a  bit of uncertainty.

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

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?

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