Three Ways to Boost Your Salespeople’s Results

A case can be made that salespeople have the toughest job in an asset management firm. Yet, some firms still manage to compound the sales team’s difficulties by not providing what they need most, which is real marketing support. Read more »

Launching a Mutual Fund: The Cost of Success

Typically, when an investment advisor thinks about launching a mutual fund, they ask, “How much does it cost to launch a mutual fund?” Jace Schuppan, at Ultimus Fund Solutions, penned an article focusing on the more prudent question, “How much does it cost to launch a successful mutual fund?” Read more »

Three Strategies to Manage a Crisis

A crisis and its accompanying reputational damage can be caused by many different factors but it’s how the organization responds to the crisis that determines the extent of the damage. Read more »

Your Email Marketing Reputation Can Hurt You

Don’t let your digital reputation sabotage your marketing efforts. If you do any level of email marketing, you develop a reputation. A bad reputation will block emails from getting to the inboxes of your target audience. How does a sender reputation go bad and what should you do about it? Read more »

5 Email Marketing Mistakes and What to Do Instead

Despite the growing popularity of social media and texting, email marketing remains a highly effective way to communicate with prospects and clients, which is why most boutique asset managers and fund firms engage in email marketing at some level. For firms that have been doing it for a while, email marketing is fairly straightforward. They Read more »

Why Email Blasts Are Dead and Marketing Automation is Thriving

As the financial services world continues its slow crawl into the digital age, boutique asset management firms and mutual fund companies are facing new challenges in marketing and growing their businesses. Many firms have reached a critical juncture in their marketing efforts where they must decide between what is easy and inexpensive but no longer Read more »

Rising AUM? Declining Shares Outstanding? Time to Plug the Leak

Investment management firms are celebrating record assets under management after an increase in 2017 of 16.1 percent – from $18.2 trillion to $21.1 trillion. According to Thomson Reuters Lipper, equity managers fared the best with an increase of 21.6 percent. This is obviously great news for investment managers as it translates into nice-sized bonuses. However, Read more »

Considerations For Your Growth Strategy

Do you have a great story to tell, but find that investors aren’t paying as much attention as you’d like? Or perhaps you’ve been building your growth strategy and want additional ways to amplify your results. Now is the perfect time to think about your current results and how you can do even better over Read more »

Market Volatility Reveals Communications Challenge for Investment Managers

The seismic market events of the last two months should be a stark reminder to investment management firms that having a well-conceived communication plan at the ready is essential if they want to differentiate themselves among anxious financial advisors. Contact and Communication is Biggest Unmet Need of Advisors According to a survey of financial advisors Read more »