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24
Oct

Peer Into Our Crystal Ball - See What Financial Advisors Really Want

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.  

17
Oct

Measure Twice, Cut Once - More Branding Lessons From the Political Universe

Just because something goes viral doesn’t mean it’s a sure thing.

We seem to be learning one thing after another this political season. The newest lesson is brought to us courtesy of Ken Bone, America’s 36-hour sweetheart.

20
Oct

Don't Use a “Message in a Bottle" Approach to Marketing

Are your marketing messages getting to the people you intend them for? Or are you just tossing out "messages in bottles" and hoping for the best? 

 

19
Oct

Creating the Perfect PR Plan: It’s Never Too Late

Planning, reviewing, and executing are all important steps in the public relations process.

It’s never too late to design and commit to a PR plan. Good intentions quickly fade as day-to-day responsibilities consume our time. 

18
Oct

Divestment Pledge - Make Sure Your Investments Are As Clean As You Think

I signed a Divestment Pledge so there’s no chance my investments could be going to the wrong people…right? So you’ve signed the divestment pledge, vowing to avoid investments in the top fossil fuel producers. 

17
Oct

Fund Firms and Fees - What Does the New Department of Labor Fiduciary Rule Mean?

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

13
Oct

Increase Advisor Engagement With Your Dream Team - Public Relations & Marketing

When considering ways to increase your firm’s visibility, there are two primary routes to take: public relations or marketing. The two have long worked beside each other but with distinctly separate methods. 

12
Oct

Does PR Really Work?

PR has many components, so it is difficult to say whether it works or not without defining "PR". In this instance, let's assume that you are asking whether good news stories will help you attract new clients or customers.

10
Oct

Will Your New Fund Fly?

When launching a new fund, there are myriad considerations. Perhaps the most critical is whether investors will be interested. We are pleased to share our review of another research paper by Morningstar: The Rise and Fall of New Funds, Why Some Funds Succeed and Others Don't.  

 

11
Oct

Increase Your Social Media Prospects by 3,444% with Thunderclap

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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