Few things are more important than securing a meeting with a key prospect or client, particularly when time is of the essence. Unfortunately, many boutique asset managers inadvertently complicate the process of scheduling meetings by getting caught up in unnecessary email tag, resulting in a loss of urgency and missed opportunities. Do this instead. Read more »
Investors and potential clients crave a deeper understanding of the person managing their money. They want to know what shaped their values, what inspired them to pursue a career in asset management, and what personal experiences have influenced their investment strategies. This is where a personal backstory comes in. 
As the financial industry has returned to the office, boutique asset managers need to take their conference room virtual meetings more seriously to look the part of a serious firm and win more business. This additional effort will help you convert more prospects to clients and keep existing clients longer. 
Read a summary and download this whitepaper, a detailed, concrete resource for Marketers and Marketing Analytics professionals looking to take their organizations to the next level of data-driven decision-making. 
An increasing number of wealth managers and asset managers are recognizing the importance of search engine optimization (SEO) on their websites for lead generation, brand building, and visibility. For many, the most significant obstacle is not knowing what they don’t know and starting down a path that leads to no leads—or to suboptimal results. Even 
Third-party marketers and placement agents can play a critical role in helping asset managers raise capital. This article details what these firms do, why their established investor relationships are critical, and how to select the right partner. 
Smaller hedge and private equity funds often are run by money managers, not marketers. They want to grow but they struggle for investor dollar because of short track-records, not enough assets and limited reputations. Traditional third-party sales firms won’t represent them, yet. For now, use these marketing strategies to get noticed. 
Less than 25% of investment managers admit they’ve fully instituted processes for complying with SEC’s Modern Marketing Rule (Rule 206(4)-1) that is scheduled to go into effect in less than four months. Do you understand the new requirements? Is your firm on track toward meeting these requirements? Our client Chris Ruppenstein of Synthesis shared his insight for sales, marketing, and compliance departments better conform to the new rules. 
In the second of the two part series, I discuss additional tools that can automate the production of marketing materials, deliver greater efficiency, transparency and accountability to your sales processes and boost the effectiveness of your inbound marketing initiatives. 
Your sales team shouldn’t spend time researching RIA and broker-dealer web sites and conducting fruitless email marketing and cold call campaigns to advisors who are unlikely to use your strategies and mutual funds. There are a wide variety of technologies that can improve the quality and efficiency of your sales and marketing efforts. In the first of this two-part series, I’ll summarize services that can help you identify growth opportunities in different channels and discover insights around fund flows and specific customers.
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