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.
There is never a bad time to design and commit to a PR plan. Good intentions quickly fade as day-to-day responsibilities consume our time.
There is never a bad time to design and commit to a PR plan. Good intentions quickly fade as day-to-day responsibilities consume our time. No matter how good your investment management, unless you're top of mind for investment professionals, reporters and ultimately the public, you're leaving money on the table.
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.
Positive media coverage on a regular basis can often be the silver bullet in your marketing effort. Earning such recognition on a regular basis attracts advisors and investors, strengthens distribution and builds your brand at a fraction of the cost of most other marketing efforts.
You’re a busy portfolio manager and your firm tells you to go through media training before you start talking with the media. You may think, “Why? I am smart and I know what I am doing. I just don’t have the time! I have shareholders in need.”
Smile! You're on Candid Camera
Are you old enough to remember Allen Funt's Candid Camera? How about America's Funniest Home Videos? In either case, it's obvious that being caught "just being yourself" is not necessarily putting your best foot forward for the camera.