Industry conferences present fund companies an efficient channel to market their products to their target audiences. Often these conferences attract hundreds of advisors, brokers, institutions and/or retail investors, many of which are looking for good investment ideas.
During a marketing bootcamp a few years ago, SunStar had the opportunity to work with a group of veteran Schwab advisors as part of a marketing bootcamp. These men and women were the best of the best.
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?
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.